When posting a payment for an insurance company with a fee schedule, and the only entry that needs to be made is the payment, using the AutoPay button within the Payment Items modal will make posting by line item more efficient.
Instructions
- To post an itemized payment utilizing the AutoPay button, prepare your payment and input your payment amount.
- Select your payment method.
- Input a Reference/Check #.
- Input a Payment Date (if it needs to be adjusted) and verify the location.
- Open the Items column, make any adjustments you need to (transfers or write offs), then select the AutoPay button. It will autofill the payment amount and save, allowing you to move to the next invoice.