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

1: Enter search criteria, if required.

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

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.

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

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

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.

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

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