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: Enter the amount, frequency and start of the Payment Schedule.
2: These fields will change automatically as you toggle the schedule.
3: Tick this check-box if the payments are due at the beginning of a period.
4: Click Create to create the Payment 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.
Set reminders for the Scheduled Payments
1: Click the Claims tab - the Claims window will open.
2: Click the To Do tab - the To Do window will open.
3: To Do items have automatically been added to the To Do list for each Scheduled Payment.
4: If required click on the date field to edit the reminder date and time.
5: Click on the tickbox to turn on the reminder for the scheduled payment.
6: Click OK to save and close the Client window.
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