Creating a Payment Schedule

Open the Search window

1: Click Search from the Menu – the Search window will open.

Open a Client

1: Enter search criteria, if required.

2: Double click the required client – the Client window will open.

Enter the Offer and Billing information

1: Click the Claims tab – the Claim window will open.

2: Click Claim Details – the claim Details window will open.

3: Click the Offer and Billing tab – the Offer and Billing tab will open.

4: Fill in the amount owed by the Client.

5: Click OK to Save and close the Client window – re-open the Client window as in step 1 and 2.

Open the Payment Schedule Details window

1: Click the Billing tab – the Billing window will open.

2: Click Create Payment Schedule – the Payment Schedule Details window will open.

Create a payment schedule

1: Enter the amount, frequency and start of the Payment Schedule.

2: These fields will change automatically as you toggle the schedule.

3: Tick this check-box if the payments are due at the beginning of a period.

4: Click Create to create the Payment schedule – the Payment Schedule Details window will close.

Save and close

1: The Schedule is shown in the Billing tab, missed payments are shown red and outstanding payments are black.

Set reminders for the Scheduled Payments

1: Click the Claims tab – the Claims window will open.

2: Click the To Do tab – the To Do window will open.

3: To Do items have automatically been added to the To Do list for each Scheduled Payment.

4: If required click on the date field to edit the reminder date and time.

5: Click on the tickbox to turn on the reminder for the scheduled payment.

6: Click OK to save and close the Client window.