Recording Debtor Payments

APPLY PAYMENT MADE DIRECT TO CLIENT

To record a payment made direct to your client, be sure you are in the correct case then (if your User Security settings allow it) click the button labeled “Direct Payment”. The following screen will appear:-

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Enter the date of the payment in the “Payment Date” field and the amount of the payment in the “Payment Total” field. The system will automatically allocate the payment over debt, costs and interest owing according to the payment allocate rules applied to the case. This allocation can be modified before saving if required.

Any commission will be calculated and shown on the screen. If your user security allows you to change the commission amount, simply click on the field and replace the commission with your choice.

Click “Save” on the Action Bar. You will be alerted to a payment code when the payment is processed and a note indicating the payment and any commission will be added to the note history.

The balance owing will also be reduced accordingly.

APPLY PAYMENT MADE INTO TRUST

Please note, the case manager may not always have the option of entering trust payments. Refer to Payment Processing section of this manual to enter trust payments if the option is not available here. See User Security Settings to allow/deny this process from the Case Manager.

To record a trust payment made to you, be sure you are in the correct case then click the button labeled “Paid To Us”. The following screen will appear:-

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Select the payment method and complete any payment details when prompted.

Enter the date of the payment in the “Payment Date” field and the amount of the payment in the “Payment Total” field. The system will automatically allocate the payment over debt, costs and interest owing according to the payment allocate rules applied to the case. This allocation can be modified before saving if required.

Any commission will be calculated and shown on the screen. If your user security allows you to change the commission amount, simply click on the field and replace the commission with your choice.

Any merchant banking fees will be calculated and shown on the screen. If your user security allows you to change the merchant banking fee, simply click on the field and replace the merchant fee with your choice.

If a receipt is required and one has been setup in the system, tick the check box labeled “Receipt” and fill out the address when prompted.

Click “Save” on the Action Bar. You will be alerted to a payment code when the payment is processed and a note indicating the payment and any commission will be added to the note history.

The balance owing will also be reduced accordingly.