How to stage a property damage fee for disbursement.
- NOTE: This feature is only compatible with the Soluno integration.
- Navigate to the Settlement Tab of a case.
- Scroll to the Costs section of the Settlement Tab.
- If the Property Damage Fee needs to be updated, click on the dropdown arrow in line with the Property Damage Fee and select Edit.
- A pop-up window will appear.
- Enter the new property damage amount and select Save.
- Click on the dropdown arrow in line with the Property Damage Fee and select Stage Payment.
- A pop-up window will appear confirming the payment for property damage fees.
- Select Save.
- Click on the Client Trust option at the top of the Settlement Tab.
- Click on the dropdown arrow in line with the Property Damage Fee and select Push to Disbursement.
- Navigate to the To Be Disbursed tab on the Client Trust Management Screen.
- Click on the dropdown arrow in line with the case and select Create Soluno Fee Invoice.
- A pop-up window will appear confirming the fee invoice.
- Select Confirm.
- The property damage fees will be sent to Soluno.
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