Account defaults

Estimated reading: 2 minutes

Account defaults can be set for frequently used selections when working with client payments, returned checks, and account adjustments.  

Before you start

  • Security access to Defaults – Practice dialog  
  • Payment types set up 


Navigate to Controls > Defaults > Practice and Workstation > Account.

  1. In the Payment area, set the following defaults as needed:
    • Payment type – Select a default payment type to appear when a client makes a payment. Note: This is not recommended unless a single payment type is used exclusively, as it may result in payment errors.
    • Calculate change given: Automatically calculates the amount of change to give to the client when posting a payment amount greater than the amount due.
    • Use Cashier ID: Requires a password when taking a payment and tracks which staff members entered payments.
    • Print heading: Prints your practice information at the top of the payment receipt.
    • Copies: Specify the number of payment receipt copies to print.
  2. In the Returned check area, enter a Service charge to be applied when using the returned check action.
  3. In the Adjustment comment area, enter a default comment to appear when performing an account balance adjustment. This comment can be edited at the time of adjustment.
  4. Click Apply to save your changes and continue setting defaults, or click OK to save your changes and close the window.

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