Posting Payments for Financial Groups
After financial groups have been created you are able to accept payments to be applied toward the entire financial group.
To post a payment for a financial group:
1. Click Image from the following places in Odyssey:
•  The Balances view or the Transactions view of a case’s Financial tab
•  The account Search Results page after marking accounts
•  A party’s Financial tab
•  When adding or modifying payment plans
2. If you are able to backdate payments, use the Calculate Interest dialog box select to calculate interest on the current date or a date prior, enter the date if necessary, and click Save (ALT+S).
3. Enter the appropriate information in the payment transaction fields displayed.
4. Click one of the following options to complete the payment:
•  Save (ALT+S) to save the payment without printing a receipt.
•  Save/Print (ALT+P) to save the payment and print a receipt.
Related Links
Financial Groups (Parent Topic)