Payment Methods describe how a payment was made. They apply whenever a payment is posted - when you are manually entering 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 (e.g. if a client has two services each with a different payment method, our system would generate two separate invoices.)
For agencies with the feature "Patient 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 CCAC, the payment method will be set to CCAC.
Set up a Payment Method
- You can access configured Payment Methods by navigating to Accounting>Accounting Settings>Payment Methods.
- Click +New Payment Method
- 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.
- Click Save.
Edit a Payment Method
Click Edit for a Payment Method.
Delete a Payment Method
Click Delete for a Payment Method.
- How do I post a payment?
- How do I receive payments from the CCAC?
- Billing Exports