{"id":821,"date":"2015-01-27T22:54:56","date_gmt":"2015-01-27T22:54:56","guid":{"rendered":"https:\/\/roxysoftware.com\/?page_id=821"},"modified":"2017-03-29T00:44:15","modified_gmt":"2017-03-29T00:44:15","slug":"charges-arrears-and-notifications","status":"publish","type":"page","link":"https:\/\/roxysoftware.com\/?page_id=821","title":{"rendered":"Charges, Arrears, and Notifications"},"content":{"rendered":"
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Charges, Arrears, and Notifications<\/h3>\n

\"\"<\/p>\n

Use the Charges, Arrears, and Notifications record to provide notification about any charges or arrears that the client has outstanding.\u00a0 You can close notification at any time, regardless of whether payment has been made or not.<\/p>\n

To enter a new Charges, Arrears, and Notifications record:<\/p>\n

1.\u00a0 Open the client file, go the History section, and select the Create button to access the New History Item Helper.<\/p>\n

2.\u00a0 Select Charges, Arrears, and Notifications, and select the related Create button to create a new record.<\/p>\n

3.\u00a0 Enter the appropriate information.\u00a0 If you select the Balance Due<\/strong> checkbox, this will bring related fields into view for you to enter.<\/p>\n

4.\u00a0 When you are finished, save and close the record.<\/p>\n

To discontinue the notification, open the record and uncheck the Notification Currently Applies<\/strong> checkbox.\u00a0 The Due Date<\/strong> field will be replaced with the Closed Date<\/strong> field and the notification will be removed from the client summary page.<\/p>\n

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Continue to Form(s) Sent<\/strong><\/a><\/p>\n

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