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 using a template
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. The current date appears in the Agreement Date field by default.
Note: If necessary, you can click the Down arrow to change the date of the agreement.
3. To apply a payment agreement template, click Agreement Templates.
The Select Payment Agreement Template dialog box appears:
4. Select the template that you want to apply, and then click OK.
The template to is applied the Billing/Payment Agreement Information dialog box.
5. In the Payment Amount text box, type the amount of each payment.
The number of payments is calculated automatically.
Note: Alternately, you can set the # of Payments, and the amount of each payment is calculated automatically.
6. To create the payment agreement for the selected patient, click OK.