Use the Payment Setup page to view and modify payment plans for a customer.
Choose one of the following:
Go to Front Desk > Population > Customers.
Go to Administration > Population Settings > Customers.
Search for and select the customer that you want to view.
Click List Payment Setup.
Choose one of the following:
To change payment settings for a specific receipt, click Edit for the transaction.
To view the receipt for a transaction, click the Receipt Number for the transaction.
Note: For complete descriptions of the options on this page, click here.
Changing the payment setup for scheduled payments
Viewing scheduled refunds for a customer
Adding or modifying a backup payment method
Return to Population Settings Help