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Entering batch account payments

Because payments are retrieved from daily mail deliveries and then entered, many offices may want to enter account payments all at once. You can use the Easy Dental Batch Account Payment feature to enter a stack or collection of payments.

To enter a batch account payment

1.   In the Accounts toolbar, click Batch Payments, and then click Enter Batch Account Payments.

The Batch Payment Entry dialog box appears.

 

2.   Click the Patient Name search button.

The Select Patient dialog box appears.

3.   Select the patient whose account you want to enter a payment for, and then click OK.

The Enter Payment dialog box appears.

4.   Enter the payment and click OK.

5.   Enter all other payments in this batch, and then close the Batch Payment Entry dialog box.

Note: When you are finished making payment entries, compare the number of entries made to the number of payments you received. To make corrections to any payment that you have already entered, double-click the entry and make changes to any of the information.