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 is 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 field to open a selection window.
• Type Description: The description loads 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 field to open a selection window.
• Sub Type Description: The description loads automatically when a subtype 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 Project Code Lookup icon to the right of the field to open a selection window.
• Project Description: The description loads automatically when a project is selected.
• Type: Click the Lookup icon to the right of the field to open a selection window, and select a business type.
• Business Name: This is the name of the business. Click the Lookup for Business Name icon to the right of the field 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.