Configure User Payment Settings

  1. Select Payment > Settings

  2. Click the Edit button.

  3.  Click the Copy Settings link to copy the current settings to another customer associated with your account.

      1.  If set to Yes, a warning will appear if you are posting a duplicate insurance check based on the payer, check date and check #.

    1.  

      1.  If set to Yes, the providers Tax ID # will print on your payment receipts.

      1.  If set to Yes, the received and check date will stay the same between insurance payments. This may be used to default a specific date when posting multiple insurance payments from the same date. 

    2.  

      1. If set to Yes, the received and check date will stay the same between patient payments. This may be used to default a specific date when posting multiple patient payments from the same date. 

    3. Merchant Account

      1. Warn when no card number is entered.

  4. Click Save.