Setting Account Details

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• 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 give you 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 – When this box is checked, any service that has been allocated with an Alternative Description will appear as such on the customer’s statements.

Booking – This enables the customer to be charged for missed appointments.

Card Charges – Determines whether the customer is liable for Card Charges when paying by Credit Card.

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


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