Enter an EFT Payment

Enter a new EFT (example shown above)

1. Open the A/R Payments screen. Search "All"  payments by Ref No or Amount to make sure it has not already been entered

2. Click the New button on the bottom button bar

3. Select the "EFT" radio button

4. Fill in the EFT details, making sure you select the date of the EFT notification, not the current date. If you do not see the "Paid By" in the list, see Enable EFT instructions.

5. You will now add a line to the grid for each of the Folders on the EFT payment. To search for the Folder by claim #, type in two commas prior to the claim #, as shown below:

6. Select the correct Folder from the list by double-clicking on the line 

7. Enter the Amount 

8. Click the green "+" button to add the next line. Repeat steps 5-7. 

9. Click "Scan Image" to attach the EFT notification to the payment