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All CollectionsCASE Settlement Tab
Issue Payment for Running Costs
Issue Payment for Running Costs
Updated over 6 months ago

How to track a check for case-related costs in the Settlement Tab.

NOTE: Running costs are the costs that have accumulated on the case. The total reflects the total costs on the Costs Tab of the open case.

  • Navigate to the Settlement Tab.

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  • Scroll to the Costs section.

  • Click on the dropdown arrow at the end of the running costs row.

  • Select Issue Payment.

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  • A pop-up window will appear.

  • Enter the check information and select Save.

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  • The changes will be reflected under Costs and in the totals on the top of the page. The cost will also be debited from the Client Trust.

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