Setting Up Miscellaneous Options

Setting Up the Financial Estimator

Before you present contract proposals to responsible parties, you must set up the Financial Estimator.

To set up the Estimator:

1. Click the Maintenance icon . The OrthoTrac Maintenance window is displayed.

2. Click Financial Estimator Maintenance. The Financial Estimator Maintenance window is displayed.

3. To change the Cash Discount and Preferred Down Payment % Total fields, select the option and click Change.

4. Enter the amounts.

5. Click OK.

Related Topics

Setting Up Ticket Messages

Setting Up the Timeclock