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Update Portal User Online Billing Access Database Utility

This works for individual accounts, but what if you've got several Portal Users you want to grant Account Access to?  The "Update Portal User Online Billing Access" utility can be used to grant or revoke access to all Portal Users with access to an Account. This utility is accessible from the Managers Ability, under “Database Utilities”, on the server computer.

As a reminder, we strongly recommend making a backup of your MacPractice database prior to using any Database Utility.

Managing Payments

When a Portal User makes a payment, the payment will automatically be posted to the Account's ledger, using the Default Payment Type set in the Card Processing Preference. These will be posted with the code "Online Payment".

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