How to record an external payment

Created by Elizabeth Whyte, Modified on Thu, 6 Mar at 1:18 PM by Elizabeth Whyte

There may be some instances where a client has either made payment via an external payment method such as cash, or potentially you are wanting to discount/waive a payment. If this is the case, you can use the External Payment feature. Upon adding an external payment, the client's Agreement will be updated along with the Agreement status.

Please follow the below steps to record an external payment.

Note: You can only add an external payment to 'In Care' and 'Suspended Agreements'.

For In Care Agreements

Open the Client's Payment Agreement.
Click on + Ext. Payment.
Select the appropriate Payment Type.
Enter an amount and click Next.
Confirm details and click Add Payment.

For Suspended Agreements

Open the Client's Payment Agreement.
Click on Begin Recoveries.
Enter an External Payment/Adjustment amount.
Click Continue.
Review the Summary and click Book Recovery.