This is the procedure for taking payments at time of service.
Because there is no account number available at this time, we will have to create an unknown account on which to post the payment.
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| 1. Go to the Payment screen in the back end. | |
2. Enter the facility code that the payment is going to be posted to, followed by a 0 (zero) and click the "Login" Button |  |
3. Click the "Create Account" button to create the Unknown Account. |  |
4. This will log you in to the Account Screen with the new Unknown account. At this point you need to modify the account information to reflect the account that you are creating. Enter the information and click the "Save Changes" button. |  |
5. Now you are ready to take the new payment. You can do this by clicking the make payment tab. When you get to the screen that asks for the payment information, you can check the box that says "Use same 'Name/Address/Email' as account information". Continue taking the payment. |  |
6. At this point the Account will show up on the "Unknown Accounts" tab on the Accounts screen. |  |
7. When you are ready to assign an account number you can go to the account detail, enter an account number, and click the "Update Account" button.
Note: Payments will not be added to the remittance file until they have a valid account number. |  |