One type of financial arrangement you can make with customers is a payment agreement. Payment agreements are set up by account and not by patient. You can create one payment agreement per account.
To create a payment agreement note
1. With a patient selected in the Ledger, click File, and then click Billing/Payment Agreement.
The Billing/Payment Agreement Information dialog box appears.
2. To note the terms of the payment agreement, click Copy Agreement to Note.
The following message box appears.
3. Click OK.
4. To review the note, click Agreement Notes.
The Payment Agreement Notes window appears.
5. Click the date of the notes that you want to review and/or edit.
The note's text appears. You can use the toolbar to delete, edit, or copy the note.
6. Click OK.