Accounts Receivable

If you see an error when trying to receipt an invoice, it usually means that your account details have not been set up correctly. This issue is caused by your practice accounts not being properly linked to your user profile.

This guide will take you through the steps to configure your subscription and user account settings, ensuring your practice accounts are correctly connected. Once updated, you’ll be able to receipt invoices without further errors.

1. To resolve this issue you will need to navigate to More > Settings
   
    
2. Select Subscription Details
   
    
3. Click on Users.
   
    
4. Locate and select the relevant user account, then Configure.
   
    
5. Select Accounts, then using the drop-down list, select information to appear here. 
6. Click Save once you are finished.
    

You have now correctly linked your practice accounts to a user. If no accounts appeared in these drop-down menus, this indicates that your provider accounts still need to be configured. Click here to access an article that will assist you with setting up provider accounts. 
 

Please note: Any new provider accounts should be fully configured immediately after creation. Once invoices have been raised against a provider account, the account details can no longer be modified while outstanding invoices remain associated with that provider.