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 Only


You can view a list of just the payments on the account.


From the Main form choose Account menu > Payments