How to pay costs such as medical records and billings fees, police report fees and other various fees related to a case.
From the Costs Tab
- Navigate to the Costs Tab in the open case.
- Find the cost to pay and click on the aligned dropdown arrow.
- Select Pay from the dropdown menu.
- A pop-up window will appear
- Enter the amount, memo, and payment method.
- Click Save.
- The cost will now be marked as paid. The amount paid will be added to the total costs on the case.
From Costs Management
- NOTE: The Costs Management Screen is permission-based. Please contact the firm administrator to request access.
- Navigate to the Costs Management Screen.
- On the Open Costs, find the cost to be paid.
- Enter the Check Number or Credit Card Number aligned with the cost.
- Click Save at the top of the page.
- The paid cost will move from Open Costs to Paid Costs.
- The cost will now be marked as paid in the case. The paid amount will be added to the total costs on the case.
- NOTE: You may complete as many costs as you want at any given time and click Save at the end.
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