Financial data
By clicking the Financial data button, we open Entity code list on the tab Buyer | Financial data. For each buyer or owner, we can have different payment data entered (limit, number of installments, payment deadline...), we can have a statement entered that will be printed by default on invoices issued to this entity, data on received guarantees, debt insurance, monetary discounts, withheld funds, etc.
In this chapter, we will present an example of how to access the financial data of the owner. The functionality is located in the menu Veterinary | Codes | Owner and animal code list.
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CASE DESCRIPTION
The responsible person at the reception wants to enter the number of installments for owner Eva Angus in the code list. The owner has requested approval for the payment of veterinary services and treatment in 3 installments. The responsible person enters the data by following these steps:
- Owner and animal code list
- Entity code list
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1. Owner and animal code list
The responsible person at the veterinary station searches for the owner in the Owner and animal code list.
The detailed search procedure is described in the chapter Find owners and animals - Simple.
When they have the form Owner/animal entryopen with the code for owner Eva Angus, they click the button Financial data.
The Entity code listopens.
2. Entity code list
The Entity code list opens, tab Buyer | Financial data.
The responsible person sees the financial data set for the selected owner or buyer.
The responsible person will enter in the section Payment data the number of approved installments.
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Tip
For more detailed information about the form and entering data into the fields, read in the chapter Customer financial data.
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In our case: 3 as shown in the image below.
Save the data change by clicking the button Save in the toolbar.