INSURANCE PAYMENT
To enter an Insurance payment directly to an invoice line item, select the Insurance payment option in the Invoice screen.
You are then presented with the following screen where you enter the insurance payment information:
Enter the payment date and time
Enter the payment type and amount with any other required information.
Enter any applicable note to record the payment and then select the Review button to complete the transaction.
Select the OK button to complete the transaction
Field Definition and Use
Invoice Item : A drop-down list of items contained on the invoice. The user can select which item they wish to refund.
Claim No: The claim for which the payment is made. Drop down list of all claims for the given invoice. A user can choose from the list the claim ( insurance company ) making the payment.
Item Insurance Total: The amount of the item which is automatically entered
Item Insurance Balance : The total amount for this line item not yet paid.
Reject Code: Enter any applicable reject code.
Available Credit: The credit memos available for this insurance company. use credit memo button allows you to apply the credit.
Payment Date: Insurance payment date
Payment Time: the time stamp for the payment
Payment Method: Insurance payment method
Cheque / Authorization No: Insurance payment cheque number
Payment Amount: By default, the field is blank and permits the user to enter the amount.
Notes: Field where the user can record the reason for the reject code. To enter your notes, double click on the Notes field and an entry window will be displayed.
