Editing an Existing Customer Group
Go to the Administration tab within MediBooks, and click on [Customer Grouping].
This will open the Customer Grouping page. From here you can edit an existing customer group by clicking on the box you wish to change and typing new information in its place.
When you have finished making changes click [Save].
Related Articles
Adding new Customer Groups
Go to the Administration tab within MediBooks, and click on [Customer Grouping]. This will open the Customer Grouping page. Double-click on the description box and enter new information in its place, this box has been highlighted in the image below. ...Editing an Existing Terminal
To Edit an Existing Terminal, open MediBooks and select the System Tab. Click the [Terminals] button. From here you can Edit an Existing Terminal by clicking on the box that contains the details you wish to change. Not all boxes can be edited (i.e ...Editing an Existing Till
Open MediBooks and select the System Tab. Click the [Tills] button. From here you can Edit an Existing Till by clicking on the box you wish to change and typing new information in its place. When you have finished making changes, click [Save]Creating Invoices Using Customer Grouping
Go to the Administration tab, and click [Customer Grouping]. Click "Invoice..." hyperlink, will allow any members of the customer group to be invoiced. Suggested articles: Adding customers to a customer group: Setting Billing Information Properties. ...Changing Customer Communication Preferences
With version 7.27 of MediBooks it is now possible to send online payment requests to customers. To send payment requests to a customer first, their contact details and delivery method need to be set. This can be done on an individual basis by editing ...