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How Do I Add an Automatic Deposit Payment Type? 



Summary:

If you’ve arranged for Insurance carriers to deposit insurance monies directly into your bank account, you can create a Direct Deposit or Automatic Deposit payment type to record on your Deposit Slip.  

In ABELDent SQL V13.2.0 the direct deposit type can be selected when allocating a payment.



Steps:

1. Click Update > Message File.

2. Scroll-down category list and double-click on Payment.

  

3. Click Add Message.

4. Type a Payment ID that identifies Automatic Deposit., e.g. A

5. Click OK.

6. In the Message text box, type  for Automatic  Deposit”

7. Click OK.

The next step is to add the Automatic Deposit  payment type to your Providers  Bank Information. See the article Adding a Payment Type to Bank Setup


Product (s): ABELDent
Category: Financial
Classification: Public
Date Created: 27 November 2015
Created by: Brian Neale