About accounts

Accounts

• Manage existing accounts (create a second account for an existing customer, change a credit limit, do an account payment).
• Hide adjustments from printing on statements.
• Generate and print an interim statement from the Account card.
• Print scheduled statements (from Statements in the Toolbar).

Accounts formats include: Credit, Lay By, Hire and Loyalty. 

Credit account format includes different account types such as Personal, TAC, WorkCover and Other.

While other account types can be added (from the Tools menu > Accounts > Options > Account Types) , only these default account types can be direct charged to from Fred Dispense.

Customers

A customer record must exist before an Account can be created. Customers can have multiple account types. Patients are also linked to Customers, which allows multiple patients to be linked to the same accounts.

Mrs. Jones (customer) can have a Personal account and an Other account. Her and her husband Mr. Jones can then both be linked to these accounts to allow direct charging of scripts from Fred Dispense.

From Customers

• Create new customer accounts.
• Link patients to a customer to allow auto- charging from Fred Dispense.
• Manage existing customers.

Patients

This section allows you to view all patients in Fred Dispense.  Information fields are not editable in Fred Office Plus, but you can link patients to customers from the Patients section.  This linking allows auto charging from Fred Dispense.

From Patients

• Link a patient to a customer (and associated accounts) for auto charging.
• View patient information from Fred Dispense.

Transfer supplier accounts

Transfer supplier accounts are created from the Accounts tab in the Supplier card. They can be viewed and managed from the Accounts section. They are used when requesting stock from another store or transferring stock to another stock.