Follow along with the video training here:

 To Complete a Client E-Chit Payment: 

1. Select the Client E-Chit option

2. At the top of the section, the fee earner information will be displayed automatically

3. Under Transaction Type, select Payment

4, Choose how the payment is being made

5. If your firm is subscribed to Money Change services, complete the following fields where required:

• Purpose Code Category
• Purpose Code

6. The Account field will automatically populate with the case you are currently working in.

7. Enter the total amount received

8. Enter the date.

• This can be today’s date, a past date, or a future date if required.
• The reference will automatically generate based on the selected payment method.

9. Enter the Pay details

10. In the Narrative field, add the reason for the payment

11.  Under payment destination, choose either:

• United Kingdom
• International

12. If United Kingdom is selected, enter:

• Sort code
• Account number

13.  Add the payment reference, such as an invoice number or another identifying reference

Authorize and Submit

14. If you are authorized to approve your own E-Chit, tick the Authorization box. If the option is greyed out, you can still submit the E-Chit and it will be authorized on your behalf.

15. You may also print the E-Chit if required, although this is optional since it is saved within the system

16. If needed, enter notes for the cashier in the Notes field

17. Once all details have been reviewed, click Submit