How do I set up/edit/delete a Payment Method?

Payment Methods describe how a payment was made and apply whenever a payment is posted. When you manually enter a payment, you will be asked to select a Payment Method.

A pre-authorized Payment Method can also be added to a Client’s Service by setting it from the Service>Accounting tab. Invoices are split by pre-authorized Payment Method (for example, if a Client has two Services each with a different Payment Method, the system will generate two separate invoices.) 

For agencies with the feature AlayaCare Intake turned on, an additional Payment Method will be added called CCAC. For any payments that are automatically applied when a reconciliation file is received from the LHIN, the Payment Method will be set to CCAC.

Set up a Payment Method

1. You can access configured Payment Methods by navigating to Accounting>Accounting Settings>Payment Methods.
   
   
   
   
2. Click +New Payment Method.
   
   
   
   
3. In the resulting dialogue, enter a Name and a Type. Optionally, you can also enter a description. Type is to specify the Credit or Debit method - this can be leveraged to drive unique Billing exports if needed.
   
   
   
   
4. Click Save.

Edit a Payment Method

Click Edit for a Payment Method.

Delete a Payment Method

Click Delete for a Payment Method.