Companies
Use Companies to enter details about all Companies that you can assign patients to, this will store patients’ files for easy access to them.
Adding New
- Select the Companies from Master Menu.
- Select the Type from drop down list or add new type by clicking Add Icon to open a popup window and write the new type then click Save Button, you can also delete the same selecting it from Type drop down list and clicking Delete Icon.
- Enter The Name, Occupation,Phone, Fax, Address, City
Zip/Postal Code, State/Province, Country and Email.
- Also you can add new Country by clicking Add Icon to open a popup window and write the new Country then click Save Button, you can also delete the same selecting it from Country drop down list and clicking Delete Icon.
- You can also add contact person Name, Mobile,Email and Details.
- Now you can add Deposit Amount to this company Then Click on Plus icon.
- Don’t forget Determine Deposit Date of the Amount and select Payment way from payment list.
- Click on the button behind Amount field to show all Details for the deposit amount, if you would like change Amount or Date, Select the Company That you would like to edit from the Companies List given below. Make the necessary changes and press Edit Button to save the changes.
- Click Save Button.
Edit
- Select the Name from the Companies List given below.
- Do the need full changes and press Edit Button to save the changes.
- Click on the button behind Amount field to show all Details for the deposit amount.Search with (Amount or Date or Payment )or all together and You can Search in all Companies by Checking in Search in all Companies then Click in Search Button, And also you can Search by ignor Date by Checking in Ignor Date In Search then Click in Search Button.
- If you would like change Amount or Date, Select the Company That you would like to edit from the Companies List given below. Make the necessary changes and press Edit Button to save the changes.
Delete
- Select the Name from the Companies List given below.
- Press Delete Button to Delete this Company.
Clear Button
To clear the fields and add new record or delete or perform any other action. Print button
Click the Print Button to Print the details of the Companies in list below.
Email Button
Select the Company that you want send email to it from the Companies List given below and click the Email Button to open default Email Program (open on the Contact Email as a default). Notes
Deleting any Type this will delete all Companies below it that may be have balance.
|