Charge Reduction Transaction Fields

Complete the following fields to post credit transactions.

Transaction Detail Fields

Field Name	Field Description
Receipt #	This field is not available when posting a charge reduction.
Date	Enter the date when the transaction is processed. Transactions may only be backdated by users with the appropriate rights. A transaction cannot be backdated prior to the beginning of the current financial period or beyond the backdate limit.
Type	Use the drop-down list to select the type of charge reduction. Click the arrow to view a list of codes, or press F4 to find a code.
Amount to be Applied	This is the total amount applied to the fee schedules selected in the Transaction Balances section. If using manual distribution, this displays the total amount manually distributed in the Transaction Balances section of the dialog box. If an amount is entered that is greater than the balance owed, an error display prompting the selection of another fee schedule or adjust the amount to be applied.
Case Party / Non-Case Party	This field is not available when posting a charge reduction.
Payor	This field is not available when posting a charge reduction.
Address	This option is not available when posting a charge reduction.
Till	This field is not available when posting a charge reduction.
Comment	Type notes or comments related to the record. Click for additional space. Click to check the spelling of the text entered.

Tender Detail Fields

Field Name

Field Description

Method

This field is not available when posting a charge reduction.

Amount

This field is not available when posting a charge reduction.

Add Additional Tender

This option is not available when posting a charge reduction.

Balance

The following amounts are displayed for the account balance:

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Balance

This displays the current total balance for the case’s fees. This dollar amount reflects the total amount of fees due as well as any payment plan balances owed.

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Amt Applied

This reflects the dollar amount entered in the Amount to Be Applied field under the Transaction Detail header. When you make changes to the Amount to Be Applied field, those changes are reflected here as well.

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New Balance

Shows the total amount that remaining owed amount for all fee schedules with a balance on this case after the Amt Applied is subtracted from the Balance.

Transaction Balances Fields

Option	Description
Use Manual Distribution	This check box is only available if you are showing distribution. Select this check box to manually distribute the credit among the fees, or clear it to have the system automatically distribute the credit to the individual fees in the selected fee schedules.
Show Distribution / Hide Distribution	Click Show Distribution to display the distribution amounts. Hide it again by clicking Hide Distribution. Distribution must be shown to perform manual distribution.
	Click to search for an account to add to the charge reduction.
/	Click to display a list of the fee schedules associated with that party. Click to close the list of fee schedules for that party. If there is only one party for the case, that party's fee schedules are expanded by default.
/	Click to see the individual fees. To hide the individual fees, click .
/	If the box beside a fee schedule is selected (), the charge reductions are applied to that fee schedule. To remove a particular fee schedule from a charge reduction, click the box to clear the check ().
	This icon is displayed in the Manual column for increased amount distributed.
	This icon is displayed in the Manual column for reduced amount distributed.