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: Select ‘Reminder’ as the Schedule Type.

2: Enter the initial payment amount and reminder date.

3: Enter the regular reminder amounts, frequency and commencement date.

4: Click Create to create the Payment reminder 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.

Payment Details

To see the details of a payment, double click the payment. The Payment Details window displays with all of the details.