Overview

1. Go to Payments module.
2. At the top of the screen change the drop-down View to Payments.
3. Choose Add.
   • The New Payment window will appear.
     
     
      
4. Date Posted: Defaults to todays date.
   • Date can be changed if needed.
5. Reference: Enter a check number, an EFT #, or anything else that will identify this payment.
6. Type: Select the type of payment.
7. Payer: Select the payer you received payment from.
8. Amount Received: Enter the full amount of the payment. 
9. Note: Optional.
10. Choose Save.
    • A new Payments Window will open, prompting you to begin allocated this money.
11. Client/Claim: Type in the client's name.
12. Click Tab on your keyboard.
    • The client's name and number will appear below the search field.
    • If more than one client with the same name is found, use the drop-down arrow after their name to choose a different client. 
    • All unpaid claims for the chosen client will appear on the bottom half of the screen.  
       
      
       
13. Locate the service line you received payment for.
14. Choose new to create a new transaction.
    • Procentive will apply the reference you just created. If not, choose a payment reference by clicking the drop down arrow  in the reference column.
    • Procentive will also default to a transaction type of Payment. If you need to change the type, clicking the drop-down  in the type column.
15. Enter the amount of the payment.
16. Click save.
    • A green SAVED box will appear to indicate the transaction was saved.