Search

The Search screen provides query support for charges.

Charges can be filtered by:

• Search - criteria to search on. This includes:
  • charge identifier
  • customer name. Partial customer names may be entered
  • customer identifier
• Type - can be set to All, Counter Sale, Credit Note or Invoice
• Status - can be set to All, Completed, In Progress or On Hold
• Date Range - by default, charges for all dates are displayed. To only display those charges created on particular dates, untick All and enter the date range
• Location - the practice location where the charge was created.
• Clinician - the clinician on the charge. Note that this does not examine the clinicians on the charge items
• Amount - the amount range. When searching by amount, the date range must be specified.

Press the:

• View button to view the selected charge. Double-clicking a charge also does this.
• Print button to print the selected charge.
• Mail button to email the selected charge.
• Report button to print the Charges report.

Searching by Amounts

The Amount field can be used to filter charges by a range of amounts. The left field represents the lower bound, and the right the upper bound of the range.
E.g:

Work In Progress

The Work In Progress screen is displays the current open charges i.e., those invoices, credit notes and counter sales that are in progress, on hold, or completed.

Charges can be filtered by:

• Type - can be set to All, Counter Sale, Credit Note or Invoice
• Status - can be set to All, Completed, In Progress or On Hold
• Date Range - by default, charges for all dates are displayed. To only display those charges created on particular dates, untick All and enter the date range
• Location - the practice location where the charge was created.
• Clinician - the clinician on the charge. Note that this does not examine the clinicians on the charge items.

Press the:

• View button to view the selected charge. Double-clicking a charge also does this.
• Print button to print the selected charge.
• Mail button to email the selected charge.
• Report button to print the Work In Progress report.