A new Payments tab has been added to the Service Record screen, enabling direct application of payments for services. The following payment method types are supported:
- Cash
- Check
- Credit Card
- ACH
If the account has a saved payment method on file it will also populate for selection. Review the Related Articles link at the bottom of this page for additional information on the Payments tab.
Pathway: Accounts > Search > Accounts
Related Articles: Payments Tab (Service Record)