Configure Payments

Use the Payments tab in the Client Configuration window to configure payments for a client. You can configure the system to check payment and adjustment transactions for echo-back to prevent recording duplicate transactions. Echo-back is when you send a payment file to the agency or attorney who holds the account and then receive a payment file that contains that same payment or adjustment.

To configure payments

1. In the AIM Receiver Manager window, in the Name column of the data grid, click the Client icon. The Client Configuration window appears, with the General tab selected.

2. Click the Payments tab.

3. To check payment and adjustment transactions for echo-back, do the following:

1. Select the Check Payments/Reversals for Echo Back check box.

2. Do one of the following:

   • To compare the date in the payment file to the date you added the payment to the system, click the Date Entered check box.

   • To compare the date in the payment file to the payment date, click the Date Paid check box.

   • To compare the date in the payment file to the payment invoice date, click the Invoiced Date check box.

3. Type or select the maximum number of days after the date in the payment file that AIM Receiver Manager considers the transaction an echo-back.

4. To send an overpayment amount, select the Send Overpaid Amount check box and then click Apply.

5. To allow batch processing of payment transactions, do the following:

1. Select the Use Payment Batching (Improves Performance) check box.

2. In the Batch Size box, specify the batch size to use when processing transactions. We recommend that you use a batch size of 50-200. If you select the Use Payment Batching (Improves Performance) check box and don't specify a batch size, AIM Receiver defaults to a batch size of 50.

6. Click Apply.

Related Topics

Client Configuration