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How do I adjust panel payment scheme?
To adjust the default payment scheme for an insurance/panel, go to Master List and select Customers.
- Click Edit under the Actions column of the insurance/panel.
- Make sure the Group Bill is ticked and adjust the type and amount of the payment scheme. Click Save.
- *Payment scheme adjusted here will be the default for the specific insurance/panel for every invoice.
- Alternatively, a one-time payment scheme can be adjusted at Invoice. Click Co-payment when adding the invoice.
- Adjust the payment scheme and if it is not the same as the default scheme, a notification will pop up below. Click OK to confirm and proceed.