Thank you kindly for your time Tut!
The process I have been using on previous versions and that has been working fine is like this:
Patient makes an advanced payment and that goes to Pre-Paids Account (original Accounts Receivable), and this will show under “Summary (main page) – Assets – Main – Pre Paids” as a .
For every visit, I invoice the Patient and that amount gets taken out (deduct) from the Patient balance and goes into “Clinic” account.
This process continues until it reaches zero.
|10/29/2018|Lee Shantz|60.00|- 120.00|
|9/19/2018|Lee Shantz|60.00|- 180.00|
|9/10/2018|Lee Shantz|- 300.00|- 240.00|
|8/16/2017|Lee Shantz|60.00|- 60.00|
|7/17/2017|Lee Shantz|60.00|- 120.00|
|7/12/2017|Lee Shantz|60.00|- 180.00|
|6/15/2017|Lee Shantz|- 300.00|- 240.00|
This has been taken and formatted from a previous version of Manager (19.2.79).
I uninstalled the most recent version and installed this one in order to be able to access this info.
On version 19.2.79, I am also able to see the transaction dates under Clinic account, but on the most recent version this was not possible.
Clinic account is custom account under “Income”.
Pre paids is grouped under “Assets – main”
On the newer version, when I followed the same steps as I have been following from the beginning, it never showed the credit on the Customer balance nor in any other area. I tried Invoicing to test it and afterwards I wasn’t even able to delete those invoices, even by following the steps you mentioned above.
Regarding the “Cash at Bank/ Business Auto Deposits” I can rename that no problem. But since I do receive payments in different transaction methods, cash included, that was the reason I renamed that one to Business Auto Deposits. I do have an account just for cash transactions.