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When a payment is entered into an account, the amount owing is reviewed and the payment status is changed appropriately.
If the payment fully pays the account fee, the status will be set to Paid in full, and the current date will be inserted into the Date Account Closed field. This will also occur if there is a small residual amount owing provided the residual is less than that specified in the Options form (Automatic functions page). This avoids an account being deemed unpaid when a trivial amount is left outstanding.
If a payment is made but an amount is still owing, the payment status will be updated to include the subscript, -part paid.
When you enter one or more payments for an account and they total the amount owed, the account status is automatically set to Paid in full. If a receipt is required, the receipt tag is automatically (or can be manually) set to true. If you then jump to the List of accounts you may find that the account is no longer in the list. This is because the list is probably displaying only Open accounts and the account you were just working on was just closed automatically by the addition of a Date closed. In this case, choose Receipts from the Select menu and the account will reappear.
List of automatic changes to payment status
When Access Anaesthetics opens, and when payments and other data are entered, the status of any Open accounts is reviewed and adjusted automatically as follows: