View Billing Parameters screen, view Billing Statement printout.
A Billing Statement always prints on one page and that page has a 25 line limit, regardless of what your setting is for How Far Back In Time. If the account history is longer than 25 lines, only the most recent 25 lines will print, and the remainder will be accounted for by a Balance Forward. If you wish to print a complete history, select QuickVu Data from the Main Menu, then click on that screen’s Ledger button. A ledger printed in this manner will take as many pages to print as is needed to include the complete history.
Doctor Selection
The Doctor drop down list refers to the account's Assigned Doctor. This choice will limit statement printing to accounts assigned to a particular doctor. The default for this choice is Any Doctor. The Any Doctor choice will essentially nullify this option by not considering the Assigned Doctor.
Consider Aging
In Diamond Dental Software, account aging is based on the Due Now amount. How much the Due Now is and how long ago it was charged is what determines account aging.
The Consider Aging drop down list will allow you to limit statement printing based upon account aging. The options are:
- No Limits
- Consider only UNDER 30 days
- Consider only UNDER 60 days
- Consider only UNDER 90 days
- Consider only OVER 30 days
- Consider only OVER 60 days
- Consider only OVER 90 days
For example, if you select Consider only OVER 60 days, then only accounts whose account aging is in the "Over 60" and/or "Over 90" amount columns will be included.
The default for this option is No Limits. This choice essentially nullifies the Consider Aging option by disregarding account aging.
Automatic Messages
Automatic Messages are messages that will print "automatically" when the account meets certain criteria. This criteria is based upon account aging, that is the level of account delinquency. Automatic Messages can be triggered to print based on the four aging categories used by the program. These categories are 0 to 30 Days, 31 to 60 Days, 61 to 90 Days, and Over 90 Days. Automatic messages print in the message area of the billing statement.
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