Setup Payment Methods
Capable 21C is shipped with the more common payment methods preconfigured.
However, it also has the ability to handle new or custom payment methods.
There are also features to tune up how those payment methods appear and are used
by Capable 21C. This knowledgebase article discusses how to setup payment
methods, and how to get the most from Capable 21C by tuning their configuration
Each payment method has a number of settings that affect the way that Capable 21C
uses that payment method, and how it influences patient/client and clinic
To create and edit payment methods:
- Go to Setup|Setup Payment Methods
- Click the Insert button to create a new payment method, or double click on an
existing payment method to alter it.
For each payment method, the following settings apply:
Include in statistics for average dollar, etc.
This value was included for legacy systems and is only applicable for reverse
Requires special details for banking slips
Banking slips print additional information for cheques to facilitate the banking
process. This additional information is typically a bank/branch code and
an account code. Other payment methods may not need this additional
information (eg Cash). This option should only be enabled for payment
methods where the office requires the extra information and is prepared to slow
down the invoicing/receipting procedure to allow an operator to key it.
Include on Cashing Up window
Most payment methods should be included on the Cashing Up window to allow an
operator to see a total for that payment method at the end of the shift.
However, some payment methods may not be required on that window (eg Credit
Payment is normally received from insurers
Capable 21C explicitly records whether services, products and payments are to be
billed to a third party, or directly the patient/client. If a payment
method is only ever received from a third party, this tick box should be ticked.
In the case of Cheque payments, it is advisable to have two payment methods
configured (eg Cheque from Patient, and Cheque from Insurer). See also
Insurance and Private Patients
Available during normal invoicing
Some payment methods may be required, but only ever used infrequently. For
ease of use, it is possible to untick this box, thereby excluding the payment
method from the usual fly-out menu of payment methods seen during
Abbreviation used on transaction summaries
The transaction summary report shows columns of figures for the different
payment methods. If there are many payment methods, the columns can become
congested, and the column headings can overlap - making the report somewhat
unreadable. By keying a shorter abbreviation in this box, the column
headings can remain meaningful, but much more narrow.
Extra fee when using this payment method
Some offices charge an administrative fee when a particular payment method is
nominated (eg Credit Cards or EFTPOS). This fee can be configured either
as a percentage of the total, or as a flat fee.
Note that it is also possible to resequence the payment methods via the Menu
Position tab. This allows the more commonly used payment methods to be
moved to the top of the menu.