To ensure that you do not lose data when processing payments, we recommend saving the entries frequently.
Instructions
- From the opened Receive Payment(s) screen, click 'Save as Pending.'
- Locate the saved payment by accessing Accounting > Payments.
- In the Payer Type field, select Insurance from the dropdown menu.
- Click 'Search.'
- Click on the line item within the grid to open the pending payment.
- Post with your regular procedures.
Additional Information
- Saving a payment does not impact any of your financial reports. You must apply the payment for financial reports to be updated.