Folder - AR

Entering Payments

You can enter Customer Payments, Insurance Payments, Adjustments, and Refunds using the boxes in the bottom left corner of the screen.

Changing Repsonsiblity of a Payment

If you incorrectly entered a payment against an insurance company when it should have been a customer payment, or visa-versa, you do not need to reverse the payment. Instead you can use the "Change Responsibility" feature to switch from one party to the other. Simply select the payment line, right click and select "Change Responsibility".

The payment will now show under the other party.

Set AR Follow Up Task

To set an AR Follow UP Task click the Set Task button and fill in the details accordingly. When finished, click save.

Folder - AR

Related Documents

Entering Payments

Changing Repsonsiblity of a Payment

Set AR Follow Up Task