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The current user will need the permission "Usergroup - Accounts" to use this function.
How to get here
While you have a customer on the Main Form:
Use Customer menu >Make Refund/Debit
Use this form to add a debit onto the current customer's account.
Tax Date
Enter the date this transaction was made. This will default to the current date.
Method
The type of transaction:
Adjustment Debit
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For any debit method where the following methods don't apply, use this method.
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BACS, Card, Cash, Cheque Refund
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Standard methods for making a refund.
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Late Settlement Charge
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Add an amount to charge the customer for late payment.
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Opening Balance Debit
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When creating a new customer record, use this to enter an amount of opening debit on their account. For example, if you are moving to Lab Manager from a different system and this customer already owes £100, use this method to record this.
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Transfer to sub-acct surgeons
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Record an amount that will be transferred to other surgeon accounts. For example, if the principal surgeon at a practice makes a payment to cover all the surgeons at the practice you could record the full payment in the principal surgeon's account then transfer each surgeon's proportion into each surgeon account. You would use this method to record the amount leaving this customer's account, before recording it being received in the sub-surgeon account.
See Receive payments from principal accounts
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Write-off overpayment
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Use this method to clear any credit or overpayment from an account, perhaps so the account shows as balanced.
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Ref
Enter a payment reference, such as a cheque or card number.
Amount
The amount of debit to add to the customer's account.
Comment
Any notes which will be useful to keep along with the payment, such as the account number of account transfers or the reason for an adjustment debit.
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