Make New Payments

Use Payment Manager to make a payment toward fees and/or deposits for multiple cases at one time.

  1. Open Payment Manager. See Add Menu Items for more information on customizing the menu.
  2. Tap New Payments, if needed.

NOTE: Tap Clear at any time to remove all search criteria.

You can search for cases using predefined queries.

  1. Select Search by Query.
  2. Select a query using the Select Query drop-down list. See Add a Query for more information on how to create a query if needed.
  3. Once a query is selected, tap Load.

Image of Payment Manager, New Payment selected, Search By Query selected, and Load highlighted

The Fees Results panel lists cases that match the search criteria with unpaid fees, and the Deposits Results panel lists cases that match the search criteria with unpaid deposits.The Total Amount Due in the results panels show the amount due for all the unpaid fees and deposits returned in the results.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the check box for one or more cases to pay the total amount of fees and deposits. You can also tap the arrow to expand each case and select individual fees or deposits to pay. The Total Payment Amount, in the upper-right corner, updates as cases and individual fees and deposits are selected.
  1. Tap Make Payment.

Image from Payment Manager, New Payment selected, Search By Query selected, and Make Payment highlighted

  1. In the Make Payment panel, select from the Tender Type drop-down list.

The Payment Amount displays the total amount for the selected cases and individual fees and deposits and cannot be changed.

  1. Enter any reference numbers or comments as needed.
  2. Select the Payer Info drop-down list to add contact information for the payee. See Add Payer Information to a Payment for more information.
  3. Tap Make Payment.

Image of Payment Manager Make Payment panel

The Fees, Deposit, and Payment panels on each of the selected cases are updated to reflect the payment(s) made.

You can search cases by certain case information, such as the case template or a project associated to a case.

  1. Select Search By Case Info.

  2. Select search criteria from the various drop-down lists. For example, if you want to search for a specific case template, select it from the Case Template drop-down list.

  3. Once the search criteria is selected, tap Search.

Image of Payment Manager, New Payments selected, Search By Case Info selected, and Search highlighted

The Fees Results panel lists cases that match the search criteria with unpaid fees, and the Deposits Results panel lists cases that match the search criteria with unpaid deposits.The Total Amount Due in the results panels show the amount due for all the unpaid fees and deposits returned in the results.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the check box for one or more cases to pay the total amount of fees and deposits. You can also tap the arrow to expand each case and select individual fees or deposits to pay. The Total Payment Amount, in the upper-right corner, updates as cases and individual fees and deposits are selected.
  1. Tap Make Payment.

Image from Payment Manager, New Payment selected, Search By Case Info selected, and Make Payment highlighted

  1. In the Make Payment panel, select from the Tender Type drop-down list.

The Payment Amount displays the total amount for the selected cases and individual fees and deposits and cannot be changed.

  1. Enter any reference numbers or comments as needed.
  2. Select the Payer Info drop-down list to add contact information for the payee. See Add Payer Information to a Payment for more information.
  3. Tap Make Payment.

Image of Payment Manager Make Payment panel

The Fees, Deposit, and Payment panels on each of the selected cases are updated to reflect the payment(s) made.