Setting up payment agreements

In Dentrix, you can set up and customize payment agreements for your accounts quickly and easily.

Note: For more information regarding payment agreements, see Payment agreements overview.

To set up a payment agreement

1.   From the Collections Manager list, double-click the name of the guarantor you want to create a payment agreement for.

If you have not created a payment agreement, a message appears asking you to create one.

2.   Click Yes.

The Billing/Payment Agreement Information dialog box appears.

3.   To learn more, click create the payment agreement.