How to Add a Clients Income

Info

NOTE: The correct part of the Debt Management System must be authorised for each user first. Click here for instruction.

Open the Search window

Open the Search window

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

Select a Client

Select a Client

1: If required, enter some search criteria.

2: Double click the required Client/Claim to open.

Open the Income Types window

Open the Income Types window

1: Click the Income Tab in client window – the Income tab will open.

2: Click Add – the Income Source Types window will open.

Add an Income to Clients Income

Add an Income to Clients Income

1: Select the required Income Source Type.

2: Press OK to Save the Income Source Type and close the window.

If Required, Add an Income to the Income list.

If Required, Add an Income to the Income list.

1: Click Add – a new line will be created for editing.

2: Enter a description for the Asset type.

3: Click OK to save the Asset and exit.