Quick Start   

•Enter your company information on the Setup tab.

•Enter your customer's information on the Customer tab, including beginning balances (see below).

•Click the Charges and Payments tab and post your entries.  Use the Create Invoice tab to enter and print invoices, if desired.

•Use the Reports tab to print statements & reports.

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Data Retention / Processing

•Any information entered while testing Medlin does not have to be reentered when you install a registered version.

•Charges and payments are retained for two (or more) years.

Navigation

•Use the <Tab> key to advance to the next entry field.

•An open tab - "Reports" for example - does not have to be closed, before selecting a different tab.

•Moving the mouse cursor over the field, and clicking the left mouse button can edit any field, on both the Charges and Payments and Create Invoices tabs.

•In dollar entry fields, pressing <+> or <-> after entering the amount advances to the next field.

•Enter negative numbers with the minus before or after the number.

•When adding charges & payments, pressing <+> in the invoice number field adds one to the previous number, and advances.

•Edit date fields using the <Home>, <End>, and arrow keys, in addition to entering numbers.

•The date format matches the format you have selected in Windows’ Control Panel.

•The <Esc> key goes back one selection.

•Press <F10> to use the built in pop-up calculator.

Entering Beginning Balances

•Open the Customer tab and create a record for each customer.

•SUGGESTED:  On the Charge and Payments tab, make one entry for their balance at the end of the prior month, then enter all activity for the current month.

•ALTERNATE:  On the Charge and Payments tab, make one entry, for each customer with a balance, to reflect their existing balance.

•ALTERNATE:  On the Customers tab, enter each customer's beginning balance in the "Old Balance" box.  (The "Old Balance" should be the balance of all activity other than items you enter on the Charges and Payments and Create Invoice tabs.)  Any amount entered as an "Old Balance" is treated as being a 90 day balance forward.  Until the customer makes enough payments to cover their "old balance", you may prefer to select the "Omit Aging Details" option to hide the aging on customer statements.

•Print a Customer Listing and make sure the "Total" column has each customer's correct current balance.

Using Data from an Older (4.6 or earlier) Version

•If you are installing Version 4.7 (or later), the software will attempt to read your existing data.  This conversion process was available through 2020, giving all current customers five years to begin using the later versions.