Breadcrumbs

Editing standing orders

Practice Manager only

There are a number of screens from which you can edit a standing order:

We recommend that you edit a standing order from the Standing Order page.

From the Standing Order page

  1. Select the Billing > Standing Orders on the toolbar. The Standing Order page opens.

  2. Highlight Client Bills and click [+] to expand. The client bill standing orders display.

  3. Select the standing order you want to edit. To edit the date:

    1. Click in the Next Date cell of the selected standing order. A drop-down appears at the end of the cell.

    2. Select a different date from the drop-down calendar.

  4. To edit the frequency:

    1. Click in the Frequency cell of the selected standing order. A drop-down appears at the end of the cell.

    2. Select a different frequency from the drop-down list.

  5. To adjust the number of recurring entries of the standing order, edit the value in the Entries cell of the selected standing order.

  6. Click OK. The Standing Order page closes.

From the Client page > Bills tab

  1. Open Clients > Bills tab. The Bills tab displays any draft bills and a Full Billing History for the client.

  2. From the Full Billing History table, select the bill on which the standing order is based. A standing order is identified by a tick in the checkbox of the S/O column.

  3. Click the S/O button. The Edit Standing Order Template window opens.

  4. Edit the standing order. You can edit the date, frequency and number of entries for the standing order. Select different options from the drop-downs or enter different values as required.

  5. Click OK. The Edit Standing Order Template window closes.