There are several options for recording an insurance payment. 


Option #1

  • Go to the Billing screen.
  • Press the Vouchers button, located at the top of the screen.


  • The following screen will be displayed: 


  • Select who is the insurer, who pays the check, in the field called From (Payer):. 
  • Then, select the name of the person/institution, which came the check, in the field called To (Order of):.


  • Enter the amount of the check in the Gross Amount field, the check number in the Reference / Check No. field and the date of the check in the Payment Date field.


  • For those checks where withholdings were made, record them in the Payment Withholdings section by clicking on the button.

Note: If the option you wish to register is not in the options on the screen, click on one of the options and press the following button to add more options.


  • To add the check image, click on the Image section.  


  • The following screen will be displayed: 


  • Browse: Select this button if you already have the check image saved on your computer: 
    • Select the location of the image by pressing the Open button. 
    • The selected image will be displayed in the Image section. 
    • If you wish to see the check image enlarged, press the mouse button over the check image. 
  • Scanner: Select this button if you want to scan the image. 
  • WebCam: Select this button if you want to take the image with the webcam. 
  • Press the Save button to save the insurance payment.


  • When you return to the Reconcile Insurance Payments screen, right click on the table and select the Refresh option. 


Option #2

  • Go to the Billing screen. 
  • Press the Reconcile button, located at the top of the screen. 


  • The following screen will be displayed: 


  • Next, click on the Add Payment button located at the top of the Reconcile Insurance Payments screen. 


  • The following screen will be displayed: 


  • Select who is the insurer, who pays the check, in the field called From (Payer):. 
  • Then, select the name of the person/institution, which came the check, in the field called To (Order of):.


  • Enter the amount of the check in the Gross Amount field, the check number in the Reference / Check No. field and the date of the check in the Payment Date field.


  • For those checks where withholdings were made, record them in the Payment Withholdings section by clicking on the button.

Note: If the option you wish to register is not in the options on the screen, click on one of the options and press the following button to add more options.


  • To add the check image, click on the Image section.  


  • The following screen will be displayed: 


  • Browse: Select this button if you already have the check image saved on your computer: 
    • Select the location of the image by pressing the Open button. 
    • The selected image will be displayed in the Image section. 
    • If you wish to see the check image enlarged, press the mouse button over the check image. 
  • Scanner: Select this button if you want to scan the image. 
  • WebCam: Select this button if you want to take the image with the webcam. 
  • Press the Save button to save the insurance payment.


  • When you return to the Reconcile Insurance Payments screen, right click on the table and select the Refresh option. 


Option #3

  • Go to the Billing screen. 
  • Press the Reconcile button, located at the top of the screen.


  • The following screen will be displayed: 


  • Next, click on the Add Payment button located at the top of the Reconcile Insurance Payments screen. 


  • The following screen will be displayed: 


  • Select who is the insurer, who pays the check, in the field called From (Payer):. 
  • Then, select the name of the person/institution, which came the check, in the field called To (Order of):.


  • Enter the amount of the check in the Gross Amount field, the check number in the Reference / Check No. field and the date of the check in the Payment Date field.


  • For those checks where withholdings were made, record them in the Payment Withholdings section by clicking on the button.

Note: If the option you wish to register is not in the options on the screen, click on one of the options and press the following button to add more options.


  • To add the check image, click on the Image section.  


  • The following screen will be displayed: 


  • Browse: Select this button if you already have the check image saved on your computer: 
    • Select the location of the image by pressing the Open button. 
    • The selected image will be displayed in the Image section. 
    • If you wish to see the check image enlarged, press the mouse button over the check image. 
  • Scanner: Select this button if you want to scan the image. 
  • WebCam: Select this button if you want to take the image with the webcam. 
  • Press the Save button to save the insurance payment.


  • When you return to the Reconcile Insurance Payments screen, right click on the table and select the Refresh option. 



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