22 March 2004
Updated 29 March 2006
1.
IMPORTANT NOTE Cash Receipts are NOT Appointment Payments!
Each appointment on
the grid can have a payment recorded against it. The payment may be made
in advance, and will be recorded against the actual appointment on the
grid, using the ‘Record Payment’ action on the right-mouse-button menu.
2.
Cash Receipts are always for ‘Today’
The recording of
daily cash receipts is a separate activity, and is always recorded in the
cashbook column on the day the payment is taken, irrespective of the date
of the appointment being paid for. To use these instructions, first
create a resource type pf Accounts by selecting DATA>RESOURCE>TYPES and
typing 'Accounts' in the description field. Do not tick any of the other
boxes. Click Save.
Next create a
Resource called Cashbook using the DATA RESOURCE DATA menu, filling in the
fields exactly as in the illustration below:
Now click Save.
Next,
create an Appointment Type of
Payment using the DATA APPOINTMENT TYPE menu, with a duration of 15
minutes.
3.
Step-by-step Guide to booking in a cash receipt
3.1
On your chosen page (we recommend you create have one called ‘TODAY’),
ensure that the left-hand column contains the Cashbook resource. If it
doesn’t, click in the grey square at the top of the column, and select
Cashbook from the list of available resources. If you can’t see it, change
to the Accounts category first.
3.2 Ensure that
the calendar is set to today’s date
3.3 Ensure that
the name of the client making the payment is displayed in the demographic
area (top left of screen)
3.4 Choose any
white segment in the cashbook column. Right click, select ‘Make’, Click
‘Add’, choose an appointment type of ‘Payment’, click OK twice to return
to the grid. The segment will now be blue, with the client’s name in it.
3.5 Right click on
the blue segment, select ‘Record Payment’, and enter the payment type and
amount in the usual way.
NB:
If you want to check that the amount has been recorded correctly,
double-left-click on the blue segment. The payment will be noted in the
top right-hand part of the screen.
That’s it!
Helpdesk
telephone: 0845 165 915
© SpectraSoft Ltd
2004
