Applying Guarantor Payments

Complete this task to apply a guarantor payment. You can apply a payment to a new payment batch or add a payment to an existing payment batch.

Step-By-Step Guide

Step	Instructions	Additional Information
1	From the Payment Batch / Payment Batch Information tab, click Create Guar (or press Alt + G). The Payment: New (Guarantor) page opens.
2	If applicable, open the Image Set drop down list and select the image set that contains the images to be attached to this payment.
3	Open the Transaction Type drop down list and select the type of transaction used for this payment, e.g., check, credit card.
4	Enter the method of payment in the Number field. You can specify: Check Number - if a check, enter the check number on the check issued by the guarantor Cash - if cash, enter CASH Credit Card - if credit card, enter the credit card type, e.g., VISA, MC, AMEX, or DISCOVER
5	Enter the total amount of the payment in the Amount field.
6	Enter or select the date of the payment in the Date field.
7	Enter the name of the person who issued the check in the Remitter field.
8	Enter or select the date to use as the Accounting Date for the payment.	If your practice is configured for accounting dates, the Accounting Date option is shown. If your practice is not configured for accounting dates, the Accounting Date option is not available.
9	(Optional) From the Distributions tab, click Add (or press Alt + D). The Add Distribution window opens.
10	Use the following tasks distribute the guarantor payment: Adding Service Line Distributions Adding On Account Distributions Transferring Payments to Suspense Transferring Money to Miscellaneous Income
11	When you are finished, click Save (or press Alt + S).