Add a Payment Method

  1. Go to Setup: Billing Setup: Payers

  2.  In the upper right corner, next to the magnifying glass, click on the gear icon to open the Window Settings menu. Go to Setup, then Payment Method. The Payment Method dialog box will open.

  3. To add a New Payment Method when the window first opens, begin working on the right side of the screen. Select the Payment Area, enter a Description of the Payment Method, then check the appropriate boxes.

  4.  Payment Area options are: Allowed, CoPay, Deductible, ERACoIns, ERACoPay, Interest, Payment, WithHeld, WriteOff. Payment Types will always have a Payment Area = Payment.

  5. For the check boxes, there are only two possible options for a Payment Method. Affects Payment should always be checked; Receipt Indicator should be checked if this is a Payment Method which should also be available in the Quick Pay Receipts screen.

  6. Click Save when you are done. If you need to create another Payment Method, click the New icon, and repeat as above. There is a Delete option; however, only unused Payment Methods may be deleted. The screen will show you if the Payment Method is in use.

    NOTE: Whether or not specific credit cards (American Express, Discover, Master Card, and Visa) are available as Payment Methods is controlled through some Company Settings. They are not turned on and off in the Payment Method window, due to the fact that these Payment Methods also affect Statements.