How to Add a Clients Income
NOTE: The correct part of the Debt Management System must be authorised for each user first. Click here for instruction.
Open the Search window
1: Click Search from the menu - the Search window will open.
Select a Client
1: If required, enter some search criteria.
2: Double click the required Client/Claim to open.
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
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.
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.
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