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Payment Distribution List
This setting allows you to choose the account or accounts responsible for paying the account balance or to indicate that the client pays by check.
To indicate a client pays by check, choose <Direct> from the list. This omits that amount owed from the custodian export.
You can distribute payments across multiple accounts:
Based on dollar amount
Based on percentage
Covering the remaining unpaid bill portion
For example, let's say a parent wants to pay 50 percent of his or her child's bill. You can specify that the parent pays half of the bill and the child will pay for the remaining balance.
In the example below, Michel Abbey will pay 50 percent of Georgia Abbey's bill.
To add an account to the billing group's payment distribution:
From the Payment Distribution list, select the account you want to add.
Set the percentage or dollar amount paid.
To add more accounts for payment distributions, click Add account to add more payment distribution accounts.
To remove a payment distribution account from the billing group, click Remove next to the account you want to delete.
| Field | More information |
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| Payment Distribution list |
From the list, choose the account or accounts responsible for paying the account balance. Payments can be distributed across accounts based on a dollar amount, percentage, or the remaining unpaid balance. You can specify up to four decimal places for the percentage.
To add a payment account, click Add Account.
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| Pays |
Type the amount or percent for the payment distribution. You can specify the amount in dollars or as a percentage.
If you specify a percentage, be sure the total percentage adds up to 100 percent.
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| Dollars/Percent |
Select either Dollars or Percent to indicate whether the value entered is a flat rate in dollars or a percentage. If you set to the accounts to Dollars, you must indicate one account to pay the remaining balance.
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| Remaining balance |
Select this check box if you want the selected account to pay the remaining balance of the bill.
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For more information on billing groups, see Understanding Billing Groups.
For more information on billing definitions, see Understanding Billing Definitions.
