ClientTracker Acupuncture Software
A Modern Tool for an Ancient Practice
Support  
  Support
 

Registration code expired? Click here to obtain a new one in minutes.

For comprehensive instructions on setting up and using ClientTracker,
please download our Quickstart Guide & Manual (Adobe PDF Format, 1.1mb.)

• For general information on e-billing and using the new 1500 form in ClientTracker, click here.
• For detailed information on standard requirements for filling out the new 1500 form, click here. (Adobe PDF Format, 1.5mb.)
• To download a blank copy of the 1500 form, right-click here.

If you need support with ClientTracker, please see if your question is in the Knowledge Base below.
If not, send us an email and describe your problem. Click here for infomation on our support contract.

Knowledge Base

I have clients who want to pay in advance. Can ClientTracker track credit balances? < Financials < Main Page
I have clients who want to pay in advance. Can ClientTracker track credit balances?
Author: Ginkgo Software Support

Yes you can, using the Payment on Account system. Go to that's client's information screen, then click the Invoice tab, then the 'Payment on Account' sub-tab. Here you can create Payments on Account, distribute them to invoices and track the remaining credit balance. As other invoices are entered in the future you can come back to this screen and distribute remaining funds from a Payment on Account to new invoices.


Last Modified: 2007-05-21         Number of views: 1799

Print This Save This E-mail This Talk About This ( 5 )

   

There are no user added comments for this article.  
Was this article helpful?
 
Yes
No
 
Related Articles
Can your program track weekly, monthly, yearly income?
ClientTracker allows you to track invoices and payments for any time period (by month, year, or any ...
Can I easily switch the information in one type of invoice to another invoice type?
Say you have created a superbill, and now you\'ve decided that the information contained in it shoul...
Generating Invoices
Generating an invoice is simple with ClientTracker. When you have finished filling out your SOAP not...


Search Articles
View Category

 View: Most Viewed  |  Most E-mailed  |  Most Printed  |  Most Saved

 
contact usabout us tell a friend mailing list links feedback