DESCRIPTION

This article is written with step-by-step Instructions to Create a EFT Payment Method.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

1. Go to Open Practice search bar (top find 🔍 icon)

2. Find Payment Methods (LAPMDENT) program

3. Payment Method Maintenance program appears

4. Type in EFT in Payment Method field

5. Type in Description in Description field

6. MUST Tick ✔ Electronic

7. Tick ✔ other necessary options

8. Click Green Tick ✅️ icon to Save and Clear

NOTE: Once EFT Payment Method is created, it will appear in the Payment Method search 🔍 icon, filter Lookup list.

NOTE: When Electronic option is Ticked, the pop-up box will appear and will not allow you to proceed without adding BSB No. and Account details (if not recorded).

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com