[Revised Feb 2012]
Because of audit requirements, debtor information is kept for a minimum of three years so unwanted accounts are suppressed rather than being physically removed.
To 'Delete' an account
- First zero the balance by 'Journal entry' (see below), if not already zero.
- In the dispensary, bring up the person and select 'Personal info' and untick by mouse clicking (Can't be done of <F9>) the 'Account' box at the bottom RHS.
- Edit the account details and check the 'Stop Credit' option to prevent anyone using this account
To delete a debtor which has no person associated.
From the RxOne Start Menu, Debtors, Debtor utility. There are restrictions on removing a debtor if they are also a patient with prescription history, as full removal would affect those records.
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