Click Admin > Config > Claim Form > Invoices.

Tick Invoice System Enabled.

Click the Document To Run On Invoice ... to select the invoice document to display.

Click the Chase Action To Run On Invoice ... to select the action to run on chase.

Click OK. The Invoice tab is now visible when opening a claim.

Click Admin > Users > Users > select the relevant user and click Edit or double-click to open the user.

From the Permissions tab, expand General and tick/untick the following according to your user requirements:

Allow Creation Of New Invoice

Allow Deletion Of Invoices

Allow Editing Of Invoices

Allow Paying Invoices

Click OK to apply your changes.

Open a client with a claim.

From the Invoices tab, click New. A new invoice for the full amount due is created.

To change the amount due for a given invoice, click the Total field and enter the new total and press Enter.

Note: You can create as many invoices as necessary until the total due is reached.

Click Pay Invoice to pay the invoice. The paid amount displays in the Paid field as well as in the Received From Client field in the Claim Details > Offer & Billing tab, and the Owed By Client field updates to the new amount due.

Once a payment it paid, it can also be canceled if necessary by clicking Cancel Payment.

To view the invoice, click Display Doc to open the document selected in the Config.

To run the action set in the selected Config, click Chase. The action runs.

Introduced in version 2016.5.11.2512