Skip to main content

PP: Add back in Unaccounted For Amount in Payment Plan

Jeffrey Hunter avatar
Written by Jeffrey Hunter
Updated over 2 years ago

ADD BACK IN AN AMOUNT UNACCOUNTED FOR ON PAYMENT PLAN

OPTION 1: ADD IT TO AN EXISTING PAYMENT

Step 1: On the “PAYMENT PLAN” Tab for the Case, select the payment you want to add the unaccounted for amount to by clicking the “3 DOTS” in the line of the selected payment.

A screenshot of a computer

Description automatically generated

Step 2: Click “EDIT

A screenshot of a computer

Description automatically generated

Step 3: Add the unaccounted for amount (in the example $50) to the existing payment (originally $250, so $250 + $50 = $300 for the new payment). Click the GREEN check mark and click “Confirm” on the pop-up.

A screenshot of a credit card

Description automatically generated

** YOU SHOULD SEE THE AMOUNT UNACCOUNTED FOR BE $0 AT THIS POINT.

OPTION 2: ADD AN ADDITIONAL PAYMENT

Step 1: On the “PAYMENT PLAN” Tab, scroll down to the bottom and click the giant + button

A screenshot of a computer

Description automatically generated

Step 2: Select how many new payments you want to add and the date(s). NOTE: YOU HAVE TO ADD THE TOTAL UNACCOUNTED FOR AMOUNT (IT WILL NOT LET YOU ADD A SMALLER AMOUNT), BUT YOU CAN EDIT IT RIGHT AFTER IF YOU ONLY WANTED TO ADD A PORTION AND NOT THE TOTAL AMOUNT.

A screenshot of a computer screen

Description automatically generated

CLICK “CONFIRM”

A close-up of a white background

Description automatically generated

Did this answer your question?