The debtors screen allows you to view accounts, receivable reports and balances.

Debtors 1Viewing a report

Select Debtors from the Accounts menu.



Debtors 4The screen will initially be
blank. Go to the menu on the top right of the screen, check the details are right and click Refresh.

Tick “Show Aged Balances” to see account balances broken down into <30 days, 30-60 days, 60-90 days and >90 days.

Debtors 4You can also narrow the results by the type of account holders, and who the patient’s preferred practitioner is. Click on the dark blue boxes to see the list of options you can tick.


The results will be displayed in a table . You can filter your results using the light blue boxes at the top of each column. You can type in the values you wish to see, or select from the drop-down menu.

Debtors 4

Follow-up actions

Debtors 5Click on a item in the debtor list, and use the Actions menu on the right.

Click Point of Sale to follow up accounts, or correct, refund or reverse an invoice.

To find out what a patient was invoiced for or follow through the account, you can access Patient Details and Clinical Notes.

Click Alert Note to create an alert for that patient. This will appear when you make an appointment or open the patient’s details.

Click Post-it Note to create a reminder that will appear when you open that patient’s clinical notes.

Click Document to create a letter for that account. A list of document templates will appear e.g. bad debt letter.

Debtors 4

The Reports menu:

Print statements for debtors by highlighting the debtors in the list and clicking Statement. Tick the appropriate fields, and click OK.

If you highlight more than one patient, an individual statement will be printed for each.

Click Print Debtor list to print the entire table.