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.
Scroll to the Costs section of the Settlement Tab.
If the Property Damage Fee needs to be updated, click on the dropdown arrow in line with the Property Damage Fee and select Edit.
A pop-up window will appear.
Enter the new property damage amount and select Save.
Click on the dropdown arrow in line with the Property Damage Fee and select Stage Payment.
A pop-up window will appear confirming the payment for property damage fees.
Select Save.
Click on the Client Trust option at the top of the Settlement Tab.
Click on the dropdown arrow in line with the Property Damage Fee and select Push to Disbursement.
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.
A pop-up window will appear confirming the fee invoice.
Select Confirm.
The property damage fees will be sent to Soluno.