Payment Plans - Preset Method

If the you decide to use a preset payment method this is usually where they have an external finance company that will pay you outright for the treatment when it starts. This option will automatically charge the patient the total amount of the estimate (there will be two invoices one for the interest amount charged by the finance company and one for the actual money you have received).

To configure the preset method click on the List button to the right hand side of the box and then press the +1 in the bottom right hand side of the pop up window.

You can now add the details of the finance company in to the box below by entering the company name into the description box.

Once you have added the description select the +1 button to add in the way this company pays. You can now enter the Interest Amount e.g. how much the finance company take from the value of the invoice, in this example it will be 5.00%

Now press okay and press the +1 again to add the remaining amount that the practice will actually receive. Please note these amounts must be equal to 100%.

Once everything is set up select OK and you will be able to use your new finance company from the list.