Customer Accounts

Add a new customer account
Link customer accounts
Configure interest or flat fee charges on overdue customer accounts
Transfer a transaction between customer accounts
Auto invoice for nursing home patients
Auto Invoice for hospital patients
Set up customers to receive email statements
Manually Email Customer Account Statements
Email statements troubleshooting
Print customer account statements
Reprint Customer Account Statements
Manually charge interest or flat fees on overdue customer accounts
Manually Age Customer Account Statements
Change Bank Account Details on Customer Statements
Print Interim Account Statements
Print Interim Statements from Customer Accounts window
Set up additional account charges
Add additional account charge to a customer
Delete an additional account charge
Change the quantity of additional account charge
Customer Enquiry for Additional Account Charges
Additional Account Charges Report
Customer Debtors and Ageing Report
Write off Customer Account as a Bad Debt
Set Up Business for Direct Debit
Set Up Account for Direct Debit
Process Account Payments via Direct Debit
Reconcile Direct Debit Payments
Manually Undo Ageing of Customer Statements
Configure your Customer Statements Template
Account Payment Reconciliation
Customer Statement Configuration
Email Statement Send Result Report