Case Master Pro
  • Home
  • Software Features
    • Case Management
    • Billing & Accounting
    • CMP Imaging
    • Administration
    • Reporting
    • Document Management
    • Software Integration
  • Add-ons
    • Email Automation
    • Integrated Payments
    • Client Dashboard
    • Payment Dashboard
    • Outside Counsel Login
    • EDI Interfaces
    • Direct Check Module
    • Data Conversion
  • Resources
    • Help Documentation
    • Help Videos
    • Support
    • Debt Collection Blog
    • Software Enhancements
  • About Us
    • About Case Master Pro
    • Testimonials
    • Contact Us
  • Free Demo
Select Page

General Case Management

19
  • Adding Hold Codes
  • Adding a Legal Status
  • Editing Bad Phone Numbers and Addresses
  • Workflows
  • Imaging
  • Image Sharing
  • Adding Payment Arrangements
  • Creating a New Case File
  • Adding New Activity Codes
  • Creating a New Client (Part 1 of 2)
  • General Navigation Menus and Buttons
  • Understanding Settings Hierarchy
  • Creating a New Client (Part 2 of 2)
  • Importing New Files
  • Adding Wage and Bank Garnishments
  • Abbreviations
  • Opposing Attorneys
  • Case File Basics
  • Adding and Using Review Codes

Security

2
  • Two-Factor Authentication
  • Resetting Passwords

Add-Ons

2
  • Microsoft Outlook Add-On
  • Adding an Enhanced Email Signature

Document Management

4
  • Basic Document Generation
  • Advanced Document Generation
  • Building Document Expressions
  • Adding a Signature

Accounting

11
  • Searching for Checks
  • Generating a Client Remittance Report
  • Transactions Check Register
  • Entering Client Invoice Payments and Unpaying Bills
  • Preparing and Finalizing Bills
  • Adding Wage and Bank Garnishments
  • Balance Calculation Basics
  • Accounting Reports
  • Contingency Rates and Buckets
  • Entering and Printing Checks
  • Void Checks

Preferences

3
  • Enabling Pop-Ups
  • Adding Top Buttons to Grids
  • Resetting Passwords

Administration

9
  • Batch Internal Status Updates
  • Image Restore
  • Reassigning Reviews, System Users, and Default Users
  • Adding New Activity Codes
  • Automations
  • Abbreviations
  • Adding and Using Review Codes
  • User Defined Fields
  • Resetting Passwords

Tools

3
  • Importing New Files
  • Importing Batch Images
  • Custom Reporting

CMPOnline Support

1
  • SOS Support Line Access Instructions

Adding Payment Arrangements

Overview

In CMPOnline, users have the ability to track payment arrangement information relative to each debtor. This information is stored for use in custom reporting, document generation, and more. This document will detail the steps needed to record and use payment arrangement information in CMPOnline.

Recording Information

  1. First, navigate to Case File > Opponents.
  2. At the top of your screen, click the “Financials” tab.
  3. Record any relevant information within the appropriate fields in the Payment Arrangement area.

Payment Arrangement Calculator

CMPOnline provides a custom calculator, specific for calculating payment information. This calculator allows you to input the amount of each payment and receive the number of payments back, or inversely the number of payments and receive the amount of each back.

  1. Navigate to Case File > Opponents > Financials.
  2. Click on “Calculator” under the payment arrangement header.
  3. Enter the arrangement amount. This can be done either manually or using the provided slider to select a percentage of the balance.
  4. Select the frequency of payments using the Frequency dropdown.
  5. If you know the amount each payment will be, then enter that amount in the Amount/Pmt field and click tab. This will fill out the remaining fields automatically.
  6. If you know the number of payments, then enter that amount in the Number of Pmts field and click tab. This will fill out the remaining fields automatically.
  7. If you wish to print a custom schedule, enter a Start Date and then click Print Schedule.

Removing Payment Arrangements using Hold Codes

CMPOnline provides the option for hold codes to prompt users to remove payment arrangements.

  1. Navigate to Administration > Lookups > Opponent > Hold Codes.
  2. Select the hold code you would like to prompt users to remove the payment arrangements for when added.
  3. Ensure the “Ask to Remove Pmt Arrangement?” checkbox is checked.
  4. Click Save.

To see this setting in action, add the previously edited hold code to a debtor. Upon doing so, you will be given the option to remove all payment arrangement information. If you select Yes, then all information is automatically deleted.

Adding Payment Arrangements Video Highlight

Case Management, Debtor Settings, File Alerts, Opponent Settings, Trust Accounting
Share This Help Document:
  • Facebook
  • Twitter
  • LinkedIn
Table of Contents
  • Overview
  • Recording Information
  • Payment Arrangement Calculator
  • Removing Payment Arrangements using Hold Codes

CMPOnline by Case Master Pro
P.O. Box 5722
Gainesville, FL 32627
phone: (386) 675-0177

Contact Us

  • Facebook
  • LinkedIn
  • YouTube
  • Twitter
  • RSS

Software Features

  • Case Management
  • Billing & Accounting
  • CMP Imaging
  • Administration
  • Reporting
  • Document Management
  • Software Integration

Add-on Features

  • Email Automation
  • Payment Processor Integration
  • Client Dashboard
  • Payment Dashboard
  • Outside Counsel Login
  • EDI Interfaces
  • Direct Check Module
  • Data Conversion

Discover the Features Every Law Firm Needs

  • About Our Legal Case Management Software Company
  • Case Management Software
  • Debt Collection Software with Custom Reporting
  • Legal Billing Software
  • Legal Software Administration
Copyright © 2005-2023 Case Master, Inc. All rights reserved.