Setting Account Details

Setting Account Details

Go to the Customer Tab within MediBooks.



Search for the Customer/Business required (Details of how to search are available in Searching)



Select the Customer you wish to edit by clicking on the Customer.

Under Modify click [Customer Details].


On the left side of the screen, you will see a tab for [Account Details]. 



There are a number of additional options in the Account Details tab.



External ID – This is imported from EMIS when a customer is Synced.

Account Status – This provides the option to change the status of an account to Active, Closed, Suspended or Deceased.

VAT Exemption – You can select whether a customer is Zero Rated or Exempt from VAT if required.

Credit Limit – This can be set to an amount appropriate to the customer.

Alternate Service Descriptions– When this box is checked, any Bill Item that has been set to Sensitive will use the Alternate service description customer’s statements.

Booking Charges– This enables booking fees to be applied to the selected account when Bookable items are added to the invoice. For more information on this please read: Using Booking Fees​



Once you are satisfied with the information provided, Click [Save].

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