How to Enter a Post-Dated Payment
Summary:
Note: This feature is only available to users runnning ABELDent SQL v12.8 or higher
You can enter post-dated payments towards a patient account balance.
Each post-dated should be entered separately with the date when the payment is to be posted. ABELDent will credit these payments towards the outstanding balance on the correct day. You need only remember to include the post-dated payments with your receivables on the correct day. ABELDent reminds you to do this with a total for post-dated payments on the Cash Receipts report.
Watch a video
Steps:
1. From Scheduler, click the payment icon on the toolbar and then search for and select the patient for whom you are allocating a payment.
The Enter Payment window appears.
2. In the Payment Amount field, type the overall amount of the payment received.
3. In the Paid by field, select the payment type.
4. In the Post Date field, click the icon and select the date of the first payment. The date must be a working day as defined in ABELDent Setup. If not, a warning message will appear, stating "The office is not open on the date selected. Please select a working day."
5. Enter the Number of payments the patient wants to make and press Tab.
The system will automatically:
- Calculate the amount of each payment [Payment Amount รท by the Number of Payments = Series Payment] and insert it into the Series Payment field.
- List each of the payments showing the Day and Date when they are due and the Amount of the payment. These amounts can be edited or deleted as required.
To delete, click beside the payment
7. Click OK.
Click the Financial tab and notice that each payment is shown as a "Prepay for Overpayment" and the total number of payments is shown in red in the account summary section.
Product (s): ABELDent
Category: Financial
Classification: Public
Date Created: 2 Sept 2016
Created by: Brian Neale