Add At Need Payments

You can enter payments for At Need cases in a couple different ways.   One is by visiting the Account tab for each client and the other is via the At Need Account Payment options on the Financials menu.  Adding payments from the option on the Financials menu allows you to apply a single payment to multiple accounts.  You may also prefer to use the Financial menu option to enter your payments if you enter payments in batches rather then as received.

You can enter payments by typing in your payment amount, payment method, payment date, receipt number and date, transaction number, and who the payment was received from. Use the "Paid In Full?" checkbox to automatically fill the payment amount as the case balance.

Applying a single payment to multiple accounts

If you have one payment that you need to apply to multiple accounts you can click the "Apply one payment to multiple accounts" button.  When you click that button you will be able to enter the amount and other details for that payment.  The payment details will be automatically filled in for all cases and can only be edited from the top panel.  Note that even though the details are added for each open account, a payment will only be added if you enter a payment amount that is not 0. 

The amount remaining to be allocated will be calculated for you as you check off the Paid In Full? boxes or enter the partial amounts that should be applied to each account. 

You will not be able to click the "Add these payments" button unless the Remaining to be Allocated amount is $0.

Adding the Payment(s)

 Click the "Show Payments to be Added" when you have entered all your information.  This will give you the opportunity to double check the payments you will be adding.  This step is especially handy if you have a lot of open accounts and are only making payments on a few of them.

Click the "Add These Payments" button if you are satisfied that your information is correct or click "Show All" to go back and make any necessary changes.