To view information about an individual charge:
- Open a case
- Click on the Charges tab
- Click on the charge Description
Note: Charge information can also be accessed from various finance reports and invoices by clicking on the charge Description.
The charge information is laid out as follows:
Charge Details
This displays the fields that can be used to record information about the charge. Please see the ‘Charge Information Fields’ section for more details.
Case Details
This displays information about the case the charge is related to.
Discount Details
If a discount has been applied to the charge, this section displays information about how the discount has been applied.
History
This shows an audit of any changes that have been made to the charge information fields.
For more information on charges please see the section on ‘Edit/Update a Charge’.