Payment agreements overview

You can set up payment agreements from the Family File or the Ledger:

From the Family File for any family member, double-click the Billing Information block to open the Billing/Payment Agreement Information dialog box.

In the File menu In the Ledger, click Billing/Payment Agreement. Once you create a payment agreement, the Ledger's Payment Agreement toolbar button displays in color.

Payment agreements are set up by account and not by patient. Dentrix allows one payment agreement per account.

To learn more about payment agreements, click one of the following links:

Creating payment agreements

Creating payment agreement using a template

Entering payment agreement payments

Deleting payment agreements

Creating payment agreement notes

Editing payment agreement notes

Entering payment agreement payments with Payment Agreement Manager

Sorting payment agreements in the Payment Agreement Manager

Filtering payment agreements in the Payment Agreement Manager