Charges, Arrears, and Notifications
Use the Charges, Arrears, and Notifications record to provide notification about any charges or arrears that the client has outstanding. You can close notification at any time, regardless of whether payment has been made or not.
To enter a new Charges, Arrears, and Notifications record:
1. Open the client file, go the History section, and select the Create button to access the New History Item Helper.
2. Select Charges, Arrears, and Notifications, and select the related Create button to create a new record.
3. Enter the appropriate information. If you select the Balance Due checkbox, this will bring related fields into view for you to enter.
4. When you are finished, save and close the record.
To discontinue the notification, open the record and uncheck the Notification Currently Applies checkbox. The Due Date field will be replaced with the Closed Date field and the notification will be removed from the client summary page.