Budget Planning > Creating Credit Card Payment Plans

Reviewing and Editing Payments in a Credit Card Payment Plan

To view or edit credit card payment plan payments:

1. Do one of the following:

2. In the Account List window, select an account and select Credit Card Payment Plan.

3. In the Patient List window, select a patient and select Credit Card Payment Plan.

2. Click the CC Payment tab. The tab is the active window.

3. Select from the following display options:

4. To display settled payments,select Display Settled.

5. To display authorized payments,select Display Authorized.

6. To display payments that failed authorization,select Displayed Failed Authorization.

7. To display payments that are not yet authorized,select Display Not Authorized.

8. To display voided payments,select Display Voided.

Tip

4. To edit a payment, right-click on the payment to display the shortcut menu. Select from the following options:

   • Edit Amount

     To edit a credit card payment amount, follow these steps:

     1. In the Credit Card Payment Plan—Details window, click the CC Payment tab.

     2. Select the payment you want to change and right-click. The shortcut menu is displayed. Select Edit Amount. The Edit Payment Amount window is displayed.

     3. In the New Amount field, type the new amount.

     4. Click OK. The selected payment is updated with the new amount, and the Unallocated text at the bottom of the window is updated.

   • Edit Date

     To edit a credit card payment date, follow these steps:

     1. In the Credit Card Payment Plan—Details window, click the CC Payment tab.

     2. Select the payment you want to change and right-click. The shortcut menu is displayed. Select Edit Date. The Edit Payment Date window is displayed.

     3. In the New Authorization Date field, type the new date. The new date must occur after today's date and must be within the previous payment and next payment date range.

     • If you are changing the date of the first payment, the date you type must be after today’s date and before the next payment date. If you are changing the last payment date, the date must be after today’s date and after the previous payment.

     4. Click OK. The selected payment is updated with the new date.

   • Split Amount

     To split a credit card payment amount, follow these steps:

     1. In the Credit Card Payment Plan—Details window, click the CC Payment tab.

     2. Select the payment you want to split and right-click. The shortcut menu is displayed. Select Split Amount.

     A new payment is inserted after the selected payment, and the original payment amount is split between the two payments. All other payments are advanced one month.

   • Add Payment

     To add a credit card payment, follow these steps:

     1. In the Credit Card Payment Plan—Details window, click the CC Payment tab.

     2. Select a payment from the list and right-click. The shortcut menu is displayed. Select Add Payment.
        
        A payment is added to the end of the payment plan. It is dated to occur one month from the current last payment, and the authorization amount defaults to the amount of the selected payment.

     3. Select Edit Amount from the shortcut menu to edit the payment amount, if necessary.

4. • You cannot edit credit card payments for a payment plan that is linked to a budget plan.

5. Click Close.

Related Topics

Using the Recurring Credit Card Payment Details Window