Charging

You can charge debtor and client when in a case using a pre-defined action wizard. Pre-defined action wizards can be located in the action select box which is located at the top of the case details page.

image1.png
 

Simply click on the shortcut of your choice and click the execute button:-

image1.png
 

Once you become more familiar with the shortcut codes, you can type the code in the shortcut field and the system will automatically attempt to locate it in the list.