Click on the Payments tab in the left side menu of Engagement

From the Transactions tab, view all associated and unassociated transactions by date range

Unassociated transactions notifications will show by red alert bubble in the upper right corner of the Transactions tab

Select a date range by clicking on the calendar icon button. By default, the date range is set to show transactions made in the last month

If you use Open Dental or Eaglesoft, transactions will be automatically associated to the ledger if your Payments settings are enabled to allow automatic ledger writebacks

Dentrix users must manually associate transactions to the ledger. Click the Actions button to Post to Ledger and then click Mark as "Associated" once you have manually updated the transaction in your Practice Management Software

Transactions can also be marked as associated in your Engagement Inbox

To void a same-day transaction or a payment that has not been processed yet, click on Actions and then click Refund (Note: A payment can only be voided if it has not been processed. Funds will not be withdrawn from the patient's account if a transaction is voided. If a payment has already been processed when Refund is selected, the payment will be refunded to the patient)

Click the blue Collect Payment button in the left corner to complete a transaction at a physical or virtual terminal, or to send a bulk or single payment request. For more information on payment requests, click here

Hover over each patient's Payment Receipt within the Confirmation column to see more information. You will see the payment completion date, the amount it was for, confirmation status, Transaction ID, and the last four digits of the card used

You can also send payment and refund receipts via email. Click on Send Copy while hovering over the Payment Receipt option

Enter the email address of the recipient, and hit Confirm.

Click to access Payments from the left side menu of Engagement

Click on the Deposits tab

Select a Date Range by clicking on the calendar icon button

In this report, you will see the deposit date, gross sales, total refunds, the amount that was deposited, and to which account it was deposited

Click the Arrow icon to see an itemized list of all payments made within that deposit. Allow deposit details a few minutes to propagate

Click to access Payments from the left side menu of Engagement

Click on the Payment requests tab

Select a Date Range by clicking on the calendar icon button

In this report, you will see the date the request was made, how much was requested, how much was actually paid, and the status of the request. Request statuses are as follows:

Click to access Payments from the left side menu of Engagement

Click on the Accounts Receivable tab

Review outstanding AR and status by filtering patients. Click the dropdown arrows available on the columns shown to filter the populated patient list

Helpful tip: Your applied filters will show up as blue bubble above the columns and columns with filters applied with be green

Save your applied filters or view previously saved filters for quicker navigation in the Filters library on the righthand side

Once you have selected the filters you would like applied, click the checkbox to select all patients. Click Bulk Actions and then Send payment request to proceed