The AR Customer Maintenance window allows you to add, delete, change, view, copy and merge AR customers.
It is important not to confuse standard pharmacy customers with Accounts Receivable (AR) customers. In the case of standard pharmacy customers, account purchases are made through the Till and statements are issued from Customer Management. AR customers may be charged for goods or services supplied, however payments received are NOT processed through the till. They are debited directly at the bank.
Examples of AR Customers include payment types such as Afterpay, health funds, Workers Compensation programs or other pharmacies that stock transfer to or from your store.
Access AR Customer Maintenance
From the Receivables module:
1. Click the Maintenance menu and select 1. Customers.
The AR Customer Maintenance window is displayed.
AR Customer Maintenance window overview
Refer to the table below for an explanation of each of the key features of the AR Customer Maintenance window.
| Field | Function | |
| a | Code | Short code for AR Customer |
| b | Customer | AR Customer name |
| c | Phone No | AR Customer Phone number |
| d | Add | Create a new AR Customer |
| e | Change | Edit an existing AR Customer |
| f | Delete | Delete an existing AR Customer |
| g | Enquire | View details of existing AR Customer |
| h | Find | Opens Search window to search for AR Customer |
| i | Copy | Copy a range of AR Customers from one Business to another Business |
| j | Merge | Merge duplicated AR Customer records |
| k | Sort | Change the sort order of the list |
| l | Next/Prev | Scroll to the next or previous pages of the list |
| m | Cancel | Exit the AR Customer Maintenance window |