Before you can add an account to a customer, you must ensure the customer has been added to your database. To add a new customer please refer to Add a new customer in Customer Maintenance or Add a New Customer in Dispense.

An account customer can be set up from multiple Minfos modules e.g. the Customer Management module and the Dispense module.

Select a patient on the Dispense Form or find the customer in Customer Maintenance:

1. Click Change.

The Customer Editing window is displayed.

2. Click the Accounts tab.3. Check the Account Customer checkbox to open an account for this patient.

Note Skip to step 12 to link this customer to an existing account, refer to Link customer accounts for instructions.

The Status will update to Active.

4. Set the Arrears Limit, click the dropdown and select, 30 days, 60 days or 90+ days if required (not required for Direct Debit).

5. Set the Credit Limit.

6. Set the Disc %, this is only taken into consideration when charging retail items via the Till.

7. If your pharmacy is configured to Charge Interest on overdue amounts and you do not want this account to incur interest, un-check the checkbox. If your pharmacy is not configured to charge interest ignore this checkbox.

8. If your pharmacy is configured for Direct Debit, check the Direct Debit checkbox and enter the Account Name, BSB and Account Number.

9. Enter the Email statements to field, if your pharmacy is set up for email. Refer to Set up email statements for more information.

10. Click the Statement Method dropdown and select one of the following options:

  • Email (default) – only Email statements will be generated
  • Print – only Printed statements will be generated
  • Both – Both Email and Printed statements will be generated
  • None – No statements are generated

11. If Additional account charges (charged to account automatically) have been configured, set the quantity where required. Refer to Set up additional account charges for more information if this is currently not configured.

12. Enter the Postal Address details, if required. Check the Use this Address checkbox, and enter the Care Of and address details.

Or

13. Check the Link to account checkbox, enter the account customers surname in the text field and press [Tab] to search. Select the account customer from the list displayed in the Customer Search Window. Refer to Link customer accounts for more information.14. Click OK to save the changes and close the Customer Editing window.