Using the Financial Functions—Auto Payments window, you can change the amount of a payment, insert additional payments within the existing payment schedule, and add payments to the end of the existing payments.
To change existing auto payment information:
Double-click the payment you want to change in the Amount column of the auto payment grid.
Enter the new payment amount and press Tab or Enter. A message is displayed, asking if you want to make this change for all future payments.
Click OK.
To insert an additional auto payment in the existing payment schedule:
In the Sequence column, select the auto payment on the list that you want to display after the new auto payment and click Insert.
Enter the new payment information. As you are changing the fields, several messages are displayed, asking you if you want to make this change for all future payments.
Press Tab or Enter when finished.
To add an auto payment to the end of existing payments:
Click Add New. A window is displayed on top of the grid.
Enter the additional payment information and click OK.
To remove an auto payment:
In the Sequence column, click the number of the payment you want to remove to select the payment. Payments that have already been posted cannot be removed individually.
Click Remove. A message might be displayed, warning you that the account is set up to be debited for a greater amount than what is owed.
If you use OrthoTrac version 15.2, but do not use the ePayments feature, you might need to export account information to your third-party processing service and delete the information from OrthoTrac to meet the current PCI compliance standards. To run the PDC Export Utility, see the OrthoTrac, v15.2, online help.