Remits: A New Feature
New Feature: Streamlined Remittance Process in CaseTrackerLaw At CaseTrackerLaw , we continuously enhance our platform to improve efficiency and simplify the debt collection process. Our latest feature provides greater transparency and accuracy when remitting payments to clients. Setting Up for Remittance Before remitting payments, ensure that the client's collection rate is set when submitting a claim. This rate determines how much is withheld from the client and can be configured under Manage Creditors . Steps to Remit Payments Once a payment has been received and posted as a Net Payment with a Remit Date , follow these steps to remit funds to your client: Navigate to the “Remits” link on the red dashboard. The Unconfirmed Remits section will display all pending remittances. Use the filters to locate the desired remits: All Remits Today’s Remits Past Due Remits Select a Specific Date Check the box next to the payments you wish to remit. New Feature: Creditor & Forward...