Payment Tab Fields

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Payment Tab Fields

Number—A numerical identifier used to track and search for the case. Enter the case number.
Tag—This is a free-form label for the activity this case will be associated with. This is not a required item, but can be useful in tracking and organizing large projects that comprise many different cases.
Type—The main classification group for all cases. Click the Lookup icon to the right of the box to open a selection window.
Type Description—The description will load automatically when a case type is selected.
Sub Type—A further configuration of the case type. Click the Lookup icon to the right of the box to open a selection window.
Sub Type Description—The description will load automatically when a sub type is selected.
Project Code—A custom identifier used to group and link multiple cases into the same project. A project code is not required to create the case, but may help organize and track related cases. Click the Lookup icon to the right of the box to open a selection window.
Project Description—The description will load automatically when a project is selected.
Type—Click the Lookup icon to the right of the box to open a selection window, and select a business type.
Business Name—This is the name of the business. Click the Lookup icon to the right of the box to open a selection window.
Status—Select a status from the drop-down list.
Fees Due—Select the check box to search for fees that are due on a case.
Start Date—Enter the date or select it using the calendar.
End (date)—Enter the date or select it using the calendar.
Fees Payment—Select this option to pay fees or apply deposits towards fees on a case.
Deposit Payment—Select this option to pay deposits on a case.

Last updated 12/12/2018.