Adding ad-hoc fees to a test record



You can apply "ad hoc" fees directly to the test record. This can be handy to capture fee related to services the system couldn't track simply by the test data itself. For example, you performed a post-accident collection and need to account for travel or after-hours service.





To add an ad hoc fee to a test record:

Step 1. Open the test record to the detail form and go to General>Billing

Step 2. Click the "+" icon
Step 3. Select "ad hoc"
Step 4. Enter a description and amount for the fee
Step 5. Click "Submit"
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