Now we can generate automatic payments with accounts receivable for charges assigned to any insurance company that requires consolidated invoice. This will allow you to automatically send the accounts receivable information for the charges created and to collect them later. This is how this new functionality works:
Before starting information:
Business partners must be marked as requiring consolidated invoice before applying these charges and must have the correct Payment Rule (On Credit) and Payment Term (Account Receivable) before applying this new collection method (see below) :
Now you can generate charges with accounts receivable for this business partner.
After creating the encounter charges ( to any business partner with this type of configuration ) , you can go to Multibilling window where you will see the breakdown of charges by extension.
The insurance extension must have checked the Generate payment Accounts receivable box before processing those charges. After selecting it, click Process.
2. Sales receipt will be created. Now you can go to Cashier Collection to collect your charges (as accounts receivable).
3. In Cashier Collection window, confirm the movements message.
You will see below that the payment method is listed below as Account Receivable.
After completing this process your charges will be assigned as accounts receivable.
To complete the invoice collection for accounts receivable, check button below :
We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.
Date: September 05, 2022.