Configuring Alerts for Electronic Processing for Outstanding Auto Payments

To configure OrthoTrac to display a message when outstanding auto payments are not configured for electronic processing:

  1. Select Functions > Maintenance/Set-up > eServices Setup from the menu bar. The eServices Setup window is displayed.

  2. Select the option Allow this workstation to post Auto Payments.

  3. Select the option Alert if Auto Payments not Electronic (per Workstation).

To process auto payments when using the online payment service, select Reports > Financial > Auto Payment > Post Auto Payments from the menu bar. The Post Auto Payments window is displayed.

The program verifies that all accounts with auto payments are configured for online processing.

If any accounts are not approved for electronic processing, the Process Auto Payments Online window is displayed.

Related Topics

Setting Up the OrthoTrac Electronic Payment Services

Setting Up the Credit Card Service -- Modem

Setting Up the Credit Card Service -- Internet

Configuring Online Payments

Processing Online Payments

Converting Credit Card Auto Payments for Online Processing

Setting Up the ACH Service