Bill
Add a family id with a separate user id - then you can bill either on a
family base or individual and print reports on either level
J
On 5/29/2012 7:44 PM, William Stacy wrote:
I'm restructuring my billing system to become more flexible and
correct and would appreciate any suggestions/pointers from those more
skilled than I. My restructure is mostly due to two things. One,
I've always billed by family accounts, where one family member is
assigned as the account holder. The problem arises now and then that
a family member leaves the nest and either then has their own account,
or joins another family which has its own account.
The problem is with the old transactions of prior family members not
showing up in account lookbacks.
I know one popular way is to have everyone have their own accounts and
just split family payments into their individual parts. It's not
pretty, and requires more computing and more complex statements, but
it would solve the problem.
I've also been toying with handling it at the transaction line item
level, assigning a permanent bill-to person/entity at that level which
can also be used to handle 3rd party issues. Which is the other part
of this restructure.
TIA
Bill
--
William Stacy, O.D.
Please visit my website by clicking on :
http://www.folsomeye.net
--
*J. Blaustein*
*J Blaustein Associates, Inc.*
* 12 Herrick Drive*
* Lawrence, NY 11559*
*516-371-3445 FAX 516-345-8009*
