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Stage a Property Damage Fee for Disbursement
Stage a Property Damage Fee for Disbursement
Updated over 6 months ago

How to stage a property damage fee for disbursement.

  • NOTE: This feature is only compatible with the Soluno integration.

  • Navigate to the Settlement Tab of a case.

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  • Scroll to the Costs section of the Settlement Tab.

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  • If the Property Damage Fee needs to be updated, click on the dropdown arrow in line with the Property Damage Fee and select Edit.

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  • A pop-up window will appear.

  • Enter the new property damage amount and select Save.

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  • Click on the dropdown arrow in line with the Property Damage Fee and select Stage Payment.

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  • A pop-up window will appear confirming the payment for property damage fees.

  • Select Save.

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  • Click on the Client Trust option at the top of the Settlement Tab.

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  • Click on the dropdown arrow in line with the Property Damage Fee and select Push to Disbursement.

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  • Navigate to the To Be Disbursed tab on the Client Trust Management Screen.

  • Click on the dropdown arrow in line with the case and select Create Soluno Fee Invoice.

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  • A pop-up window will appear confirming the fee invoice.

  • Select Confirm.

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  • The property damage fees will be sent to Soluno.

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