Payment Manager Tool

Payment Manager allows you to to make payments on multiple cases at one time using queries or case information. You can also apply deposits to selected fees by case, and apply escrow payments to fees if the cases use contractors with available escrow payments and contain fees that can be paid using the contractor's escrow account.

PREREQUISITES:

  • The first time you install Respond, you need to add any apps or pages you need or want to access. For example, use the Route menu option to add a menu item that navigates to the Asset Details, License Management tool, and other pages. See Add Menu Items and Edit Item Fields for more information.

  • The Contractor and Escrow Payment security functions and their associated sub-functions must be selected for the security role you belong to. See Security Roles in the Admin 3.2 Guide for more information.
  • Administrators must designate which fees associated with the case template can be paid using funds from a contractor's escrow account. See Configure Escrow Fees in the Admin 3.2 Guide for more information.