B2 – Styles and Selection Criteria

B2 – Styles and Selection Criteria

Estimated reading time: 3 min

Style & Selection Criteria Setup allows you to assign an Account Style, restrict or include certain accounts, as well as adjust printing options.

To configure Style & Selection Criteria, select each account type and set each of the fields (described in the next article index).
You can create new account types through Options & Setup > Client > “Client Accounting Information”.

The Styles and Selection Window – Fields

Account Type

Select each Account Type then set up the other parameters. Changes will be saved as they are made and there is no need to click OK after each Account Type is set up. In fact Cancel does not function. To reverse changes they must be undone one by one.

Account Style

This determines the overall layout of the account statement and how much invoice information you will include on your account statements.

It is quite common to choose different styles for different account types. Small animal clients usually do not require invoice information on their statement while large animal clients usually do. Equine veterinarians may want to create different styles for single owners and syndicates.

You can always change theses settings later, so do not spend an inordinate amount of time getting it right in your first attempt. You can even change these after an account run then re-run the accounts to produce statements in the new format. In fact, it is generally a good idea to pay attention to client feedback in terms of comments and promptness of payment and you may want to experiment with different styles to find that little extra advantage we all look for.

Print Criteria

Include Clients Who Are Bad Debtors

Select this option if you need account statements to be produced for bad debtors (clients with Bad Debtor notes). Some practices consider it a waste of paper producing statements for these clients. Obviously you will want to include bad debtors in any bad debtor account type account style though.

Include Clients With Special Payment Terms

Select this option if you need to produce account statements for clients with special payment terms (clients with Special Payment Term notes). It is likely that customers who have special payments terms may also need special statements so as not to confuse your client or your staff when it comes to processing special payments.

Restrict To Accounts With Balance

Statements are not produced for clients with a zero balance. Some practices also wish not to produce statements for clients with a very small outstanding balance. You need to remember to add a “>” to any figure you enter here.

You can also use this field to restrict accounts to balances below a certain amount too. In this case you would use a “>” instead. You might make use of this function in this way if you want to set up different account styles to clients with different balance levels.

You might want to make it clear to clients with large balances that you will accept half payment on the due date and then the remainder thirty days later, but not make this offer to clients with smaller balances. To do this, you would set up an account style for large balances that you restricted to account balances over a certain amount. What that amount is will depend on your practice and clients.

To remove corporate clients or clients you expect to pay large amounts regularly from the list, you might check the box for special payment terms and include text such as “corporate client” or “high volume client” in the special payment terms box on their client page.

Print Options

Include Signatory

Check this box to inserts the current user’s user name at the foot of the statement, with space for a signature.

New Page Per Patient

Effective if you are including invoice information, sorted by patient, on the statement. Useful, for instance, for racehorse trainers who may need to pass the invoice information on to patient owners.

Include Payment Options

Lists several payment options on the remittance section which appears at the end of the Account Statement.

Include Clinic Details On Remittance Advice

Remittance Advice appears at the end of an Account Statement. This option lists the clinic name, address, and telephone number with the Remittance Advice.

Show Late Payments Summary

Lists all late payments with relevant data.

Hide Units

When checked, Account Statements don’t display units (US Dollars, Euros, etc.).

Overdue Breakup

Allows you to show the total amount owing split into current and overdue or even to age the overdue into 30, 60 and 90 days.

Invoices Total

Show totals for each consultation, each patient or just the total for each client.

Grouping Level

Group accounts according to client or according to patient. In most cases, you will chose to group accounts by client, but it is also important for many to be able to group by patient when dealing with syndicates and third parties like trainers.

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