View Account History
Select a dentist onto the Main Form.
Click Account History on the toolbar, or use Account menu > History.
From this window, you can see
Booked in jobs Booked out ongoing jobs Booked out complete jobs Jobs on hold Credit notes Payments
Green bubbles indicate fully paid jobs, or fully allocated credits/payments. Orange bubbles indicate a partially paid job, or partially allocated credits/payments.
Viewing a job
From the Account History screen, you can select jobs onto the Main Form by double-clicking them, or clicking them then pressing Select.
Any list like this can be right clicked and either exported to CSV file or sent to a preview window, where you can print it
Viewing a list of Payments OnlyYou can view a list of just the payments on the account. From the Main form choose Account menu > Payments
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