Posting down payments manually

You can add future due payment plans that you can use to charge accounts monthly for work in progress, such as orthodontics. The number of charges or payments for future due payment plans are calculated monthly. You can manually post a down payment to a future due payment plan.

To post a down payment to a future due payment plan manually

1.   Select the patient that you want to manually post a charge for.

2.   In the Accounts toolbar, click Future Due Payment Plans.

The Select Payment Plan dialog box appears.

3.   Select a provider for the payment plan, and then click OK.

The Create Payment Plan dialog box appears.

4.   If the patient does not have a future due payment plan, do the following:

·        Total Plan Amount – Type the total amount to be paid.

·        # of Charges or Charge Amount – Type the number of charges or the monthly payment amount.

5.   Under Manual Charge Entry, click Down Payment.

The Down Payment Charge dialog box appears.

6.   Type the amount of the down payment, change the date if necessary, type or select a procedure code, and then click Post Charge.

The down payment is posted, and the amount of the down payment is subtracted from the Total Plan Amount. The down payment amount appears in the Charged text box, and the remaining balance appears in the Remaining text box under Current Plan Status.