Save Payment for Insurance Checks or EFT

To ensure that you do not lose data when processing payments, we recommend saving the entries frequently. 

Instructions

1. From the opened Receive Payment(s) screen, click 'Save as Pending.'
2. Locate the saved payment by accessing Accounting > Payments.
3. In the Payer Type field, select Insurance from the dropdown menu.
4. Click 'Search.'
5. Click on the line item within the grid to open the pending payment.
6. 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.