Adding Payment Plans
A payment plan allows a party to pay off fees for one or more cases in increments if the party cannot pay the full amount at one time. Payment plans are created through the Financial tab on a case or party record.
Note: Depending on your system setup, when working with payment plan scheduling, some of the fields may already be populated. Contact your system administrator for more information.
To add a payment plan:
1. Access the Add Payment Plan dialog box.
Option Description
From a case
a. Access the Balances view or the Transactions view of the case Financial tab.
b. Click Add Pmt Plan.
From a party
a. Access the party Financial tab.
b. Click Image in the Payment Plans header.
2. Complete the payment plan settings.
3. Click Save (ALT+S).
Related Links
Payment Plans (Parent Topic)