Close Payment Plan

The Close Payment Plans tool allows offices to easily close out all Payment Plans with a zero balance and no future charges.

In the Main Menu, click Tools, Misc Tools, Close Payment Plans.

This tool is helpful if the practice has Payment Plans showing in the Payment Plan Report that have zero balance or a negative balance, no future charges, but are not closed.

Once the tool is clicked, the above message appears.

Include Dynamic Payment Plans: Check to close Dynamic Payment Plans with zero balance or a negative balance, no future charges, and no treatment planned procedures when running the tool. Uncheck to exclude Dynamic Payment Plans when running the tool.

Click OK to continue and close all plans that meet the criteria. Click Cancel to close the tool without closing Payment Plans.

A confirmation appears once Payment Plans have finished closing, indicating the number of Payments Plans closed. If no Payments Plans met the criteria, a message appears instead indicating "There were no plans to close."