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Introduction:
This document provides instructions for entering Credit Memos for Stock Lens, Frames and Miscellaneous items through the Stock Billing menu.
Procedure:
Coming Soon........
From the Optifacts main menu:
Type 6 – Stock Pricing and press enter.
Note: Any credit you apply to an account through stock pricing will go toward current balances only. To apply a credit to a past due balance, you must use Accounts Receivable, Daily Routines, Add a Transaction.
The Invoicing Information screen displays.
- Type the Account Number and press enter.
Note: If the account number is unknown, type the first few letters of the account name to display a list of accounts.
.Procedure:- The Invoice Number is automatically assigned by Optifacts.
- Type the Patient Name and press enter.
- Type the Purchase Order No. and press enter. (Optional)
- Type Y to continue or N to edit the information.
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- Type the Tray Number and press enter if not automatically assigned by Optifacts.
- Type the Date needed and press enter. (Optional)
- Type the Time needed and press enter. (Optional)
- Type the Tray Notes and press enter. (Optional)
- Type the Material Code to Post Invoice by and press enter.
- Note: Pressing (?) in the Material Code field will display a list of options.
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The Billing Information displays.
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- To apply postage, type 2 and press enter. A field will display allowing entry of the Handling Cost amount.
Coming soon.....
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