When a payment via personal cheque bounces, process the bounced cheque, add penalty charges if required, auto adjusts financial information.

Follow the steps below to setup and manage.

Setup Bounced Cheque Item

1. Click the navigation menu > Location Setup > Items page
   
2. Open the Miscellaneous Category and Misc Sub-Category 
   
3. Setup an item code to be used for bounced cheque
   
1. Financial Details tab
   
2. Tick Bounced Payments
   
3. Tick Show in Invoices
   
   

Need instructions on how to create a new item code Click here

Process a Bounced Cheque

If a payment by cheque bounces, it is possible to indicate this in D4Web and to charge a Bank Fee or Provider Fee if desired. 

1. Highlight the row 
   
2. In the 'Details of Receipt' section, Right click on the payment
   
1. Select Bounce Payment
   
3. In the Bounced Cheque Window: 
   
1. Bounced Cheque details: details of the initial cheque payment
2. Bounced / Reversal Cheques details:
   
1. Date: Enter the date the payment bounced
   
2. Reason: Enter details of the bounced payment 
   
3. Bank Penalty: Tick to charge an additional fee to the patient
   
1. Item: Select the Bounced Payment item
   
2. Provider: Select the Provider the payment relates to
   
3. Patient: Select the Patient
   
4. Provider Penalty: Tick to charge an additional fee to the patient
   
1. Item: Select the Bounced Payment item
   
2. Provider: Select the Provider the payment relates to
   
3. Patient: Select the Patient
   
5. Click CREATE or PRINT
   
   

The Receipts tab will now show an negative amount and outstanding balance of the original total plus any penalties applied

The Treatment tab will now show the Bounced Payment item with the related fees, and the invoice will be outstanding