Definitions: PaySplit Unearned Types

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, click Add or double-click an item to open the Edit Definition window. Enter the unearned type Name then click OK to save.

Do Not Show on Account: These prepayment types do not show on the account ledger, on statements, or most reports. They are primarily used when a prepayment is associated with a treatment planned procedure. If a patient has one of these prepayments, the Hidden Splits tab will show in the Account Module. To change the default type, see Default Treatment Planned Procedure Unearned Type in Account Module Preferences.