Reserving Case Numbers
Case numbers can be reserved when posting a miscellaneous payment. Case can then be manually entered later using these case numbers. During case entry, you can assess the fees and post a credit to indicate the payment of those fees. It is recommended that you reference the original miscellaneous receipt number in the comment of the credit.
The option to reserve case numbers depends on the setup for the miscellaneous payment type.
To reserve case numbers:
1. When posting a miscellaneous payment, click Reserve Case Numbers (ALT+R).
2. Complete the reserve case number fields.
3. Click Save (ALT+S).
Complete the remaining payment information.