Chapter 10: Accounts Receivable
CHAPTER 10: ACCOUNTS RECEIVABLE
In this chapter you will learn how to:
“Print Statements” on page 1
“Undo Statements” on page 2
“Reprint Statements” on page 3
“Print the A/R Summary Report” on page 3
“Print Collection Letters” on page 4
Print Statements
•
On the CID, open the Work with menu. Click Statements to display the Accounts
Receivable window. Once the appropriate information has been entered click Print.
Print to
•
Select the printer to print statements to by using the drop-down list.
Sort by
AVImark allows you to sort statements when printing. You may sort by:
o
o
o
o
•
Name
Zip
Account
Balance
Use the drop-down list and select the sort by method.
For client
You are able to print a statement for a single client.
•
If appropriate, type the Client Account number to print a single statement.
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Chapter 10: Accounts Receivable
Start client
AVImark allows you to choose a starting point when the printing process was interrupted or stopped.
•
Type the Client Account number of the last statement that printed.
Company number
You may print statements for any group of clients by Company number.
•
Type the Company number to print for a certain company.
Client codes
AVImark allows you to print statements by Client Code.
•
Enter the Client code to print for clients with a certain code.
Open Invoices
AVImark needs to know how you wish to handle invoices that have not yet been closed. You may
choose:
o Close Automatically
o Leave All Open
o Prompt To Close
•
Using the drop-down list select how you wish to handle statements when printing.
Apply service charge
AVImark will apply service charges according to the specifications you have indicated in Hospital
Setup, Advanced tab, Statements, Fees.
•
Select the box to apply a service charge.
If you wish for AVImark to only apply the service charge on the original balance even when the
balance becomes past due, you will need to set up an additional option.
• From the CID select the Hammer, Screwdriver and Wrench speed bar icon.
• In the search field type accrues and select the option Service Charge Accrues From
Service Previous Charges and set it to False.
With the option set to False AVImark will not add the service charge to the balance that has accrued
service charges it will only be applied to the original balance.
Print as of
You may choose a date you want to start printing as of. AVImark will print itemized charges from this
date, back to the last date and time statements were printed.
•
Use the drop-down calendar and select the date to print as of.
Balance >
You may specify a dollar amount to print statements for. Clients, whose balance is less than what is
indicated, will not receive a statement. AVImark has a default setting of $1.00.
•
Type the dollar amount you wish to print statements for.
Undo Statements
AVImark gives you a way to Undo the last time you ran statements. Choosing this option removes the
last time service charges were added to overdue accounts. It also removes any Balance Brought
Forward records in client’s accounts. Furthermore, AVImark resets the date for which statements will
be itemized to the previous time statements were run.
•
•
From the Accounts Receivable window, open the Statements menu and click Undo.
Click Yes at the prompt to continue.
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Chapter 10: Accounts Receivable
•
Click OK at the results window to return to the Accounts Receivable window.
Reprint Statements
AVImark allows you to reprint copies of your statements just as though it were the date you printed
statements last. However, AVImark will NOT add any duplicate service charges or billing fees.
Furthermore, AVImark will not include detailed charges on the statements that have occurred SINCE
the last time you printed statements.
• If desired, select the Reprint statements box.
Once you print statements, AVImark will check the Reprint Statements box for you automatically for
the next 15 days to keep you from accidentally charging duplicate service charges on client’s accounts.
Print the A/R Summary Report
•
You may print the Aged accounts summary report for any period of time. To print the A/R
Summary, select the A/R Summary tab from the top of the Accounts Receivable window.
Once the appropriate information has been entered click Print.
Print to
•
Using the drop-down list select the printer to print to.
As of
You may specify the date to print as of.
•
Using the drop-down calendar select the date to print as of.
Company number
You may print the summary for any group of clients by Company number.
•
Type the Company number to print for a certain company.
Sort by
AVImark allows you to sort the A/R summary when printing. You may sort by:
o
Client name
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Chapter 10: Accounts Receivable
o
o
o
•
Zip code
Account no.
Balance due
Use the drop-down list and select the sort by method.
Doctor
AVImark allows you to print the summary by doctor. Clients with a credit will not be listed
on the individual doctor’s report. Selecting the Consolidated option will print the A/R Summary for all
doctors.
•
Using the drop-down list select the doctor.
Credit Balances
AVImark will include a list of all active clients with credit balances when the A/R Summary prints.
This option is checked by default.
Inactive Clients
You may include a list of all inactive clients with a balance when the summary is printed.
•
If applicable select this box.
Preview
You may view the A/R Summary on screen.
•
Select the Preview box and click Print.
Print Collection Letters
•
AVImark lets you specify and print the appropriate MS Word documents for each group of
clients who have overdue outstanding balances. Once the appropriate information has been
entered click Print.
Print to
•
Using the drop-down list select the printer to print to.
As of
You may specify the date to print as of.
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Chapter 10: Accounts Receivable
•
Using the drop-down calendar select the date to print as of.
Sort by
AVImark allows you to sort the A/R summary when printing. You may sort by:
o
o
o
•
Client name
Zip code
Account no.
Use the drop-down list and select the sort by method.
Print letters for
AVImark allows you to print an appropriate MS Word document for any client that is 30, 60, 90, or
120 days overdue on their account.
•
•
Select one or more of the boxes you wish to print a letter for.
Doublet-click in each of the red document boxes for which you have checked.
Restrict to
You may print the collection letters using certain restrictions.
•
If applicable, type the information for any specific restriction(s).
Only if no payment
Using this option, AVImark will only print collection letters for clients who have not made a payment
within the last 30 days.
To learn more about:
Search the Help for:
Print statements
Undo statements
Reprint statements
A/R Summary report
Print Collection Letters
Printing statements
Undo statements
Reprinting statements
A/R summary
Collection letters
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Chapter 10: Accounts Receivable
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