How to enable the part payment Billing module

Open the Users window

1: Click Admin in the Menu.

2: Select Users –> Users from the drop-down window – the Users window will open.

Open the User’s set-up window

1: Select the required User for edit.

2: Click Edit – the User’s edit window will open.

Change the permission

1: Click on the Permissions tab – the Permissions window will show.

2: Expand the Debt Management section.

3: Tick the Client Details Billing Tab check-box.

4: Click Ok to save the setting and close the window.

Enable Billing Schedules

Open the Config window

1: Click Admin from the menu.

2: Select Config from the drop-down menu – the Config window will open.

Enable Billing Schedules

1: Open the General tab.

2: Tick the Use Client Billing Schedule check-box. NOTE: Once this is enabled, payments can only be recorded in the billing tab and not entered directly into the ‘Recieved from Client’ field in the Offer & Billing section of the Claim Details window.

Set the reminder Action

1: Click on the Payment Plan tab.

2: Click the button to open the select Action pop-out window.

3: Click OK to save the setting and close the window.