In the Main Menu, click Setup, Definitions, PaySplit Unearned Types.
The PaySplit Unearned Type definition determines the list of Unearned Type options available in the Paysplit window.
By default, the Prepayment unearned type is used when a payment is posted to an account with a credit or no balance and when the Prepay button is clicked in the payment window. To change the default type, see the Default unearned type for unallocated paysplits in Account Module Preferences.
To add or edit a definition:
- Double-click an existing item or click Add to create a new item. The Edit Definition window will open.
- Hidden: Check to hide this status when no longer in use.
- Name: Enter the unearned type.
- Do Not Show on Account: Enter 'X' to hide this unearned type from the account ledger, statements, and most reports. This is primarily used when an unearned type is associated to a treatment planned procedure or a prepayment to a dynamic payment plan charge. If a patient has this unearned type, the Hidden Splits tab will show in the Account Module. Change the default type for treatment planned procedures and dynamic payment plan prepayments in Account Module Preferences.
- Click OK to save.