Open items
Subtab Open items allows you to review unpaid or partially unpaid issued and received invoices.
In this chapter, we will present an example of how to easily check the list of open items for the owner. The functionality is located in the menu Veterinary | Codes | Owner and animal codes on the tab Open cases.
 |
CASE DESCRIPTION
The responsible person at the reception checks the open items for the animal owner Adam Chihuahua, directly from the Owner and animal codes form. They do this by following these steps:
-
Owner and animal codes
- Open items
|
1. Owner and animal codes
The responsible person at the veterinary station searches for the animal owner in Owner and animal codes. The detailed search procedure is described in the chapter Find owners and animals - Easy.
In our case, they open the record: Adam Chihuahua.
On the tab Open cases clicks on the subtab Open items.
2. Open items
In the lower part, a list with details of documents that have not yet been settled by the owner is displayed.
In our case, we see that the owner has an amount to settle created on the document: 23-3004-00001.
In the column Debit it shows that the owner owes the amount: 41.54 EUR.
 |
TIP
If there were multiple documents with open items, the total amount for the owner to pay is visible in the field Total open.
|