There appears to be a bug in the Family Balances panel within the Payment window.
We are a pediatric dental practice. When I click on the payment button to open the payment window, I see negative balances under the guarantor (parent)! (Usually, the parent would have no treatment, and no balances!) It turns out the negative balances arise when we set up a payment plan for one of the children, and whenever the parent / guarantor pays, the payment is deductede against the running balance of the guarantor!
In reality, the balance for the guarantor should not change when we simply apply payment to a payment plan. For example, if we go to the account module, the rightmost panel showing the Family Balances does not do this. Applying a payment toward the paymnent plan does not change the running balance for the guarantor.
Is this a known problem? Or am I misunderstanding something?
Allen
Payment plan bug
- jordansparks
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Re: Payment plan bug
So on the guarantor's actual account screen, the balance is correct, but inside the payment window, the balance is negative? Am I understanding this correctly?
Jordan Sparks, DMD
http://www.opendental.com
http://www.opendental.com
Re: Payment plan bug
Yes! Guarantor's account should be 0 (since no service was ever done) - which is what the account module shows. But inside the the payment window, the balance is negative (the amount being the cumulative amount guarantor paid to the payment plan).
- jordansparks
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