Designate Payers for Invoices

Before you can create an invoice for a participant, you must designate at least one Payer on the participant record.

  1. From the menu to the left, click Accounting.
  2. Click Accounts. The Account Details page opens.
  3. Select a participant. The Participant Account Details page opens and displays information for the last participant you viewed.
  4. Click the drop-down menu at the top of this page to select the participant for whom to add a payer.
  5. Click green plus sign icon in the Contacts section to the left. If you are updating an existing contact, select the contact from the Contacts section to the left.
  6. In the Contact Details section, check the Payer of Invoices for Participant Care box. If you are entering a new contact, complete the contact's details.
  7. Click Save.
  8. To send a welcome letter to this payer, click the Actions drop-down menu and select Send Welcome Letter.

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