New payments can be created and assigned to a single claim, or existing payments can be allocated. Payments can be allocated to a claim at any time in the claim's lifecycle.
This article will guide you through:
Looking for something else?
- Looking to manage customer rebate payments? Learn how to allocate payments in the Finance app here.
- Alternatively, learn more about Claims here.
Accessing payments
The payments listing is where you can create, manage and allocate payments.
To access the payments listing:
Step 1: Within the Claims app, click on Claims in the green banner at the top of the page.
Step 2: Click on Payments in the drop-down menu.
You can filter payments within the listing by partner, status, or payment date. Alternatively, use the search bar to search based on the payment’s reference name.
Each payment will have one of the following statuses:
- Allocated: Full payment has been allocated to claims.
- Partially allocated: A portion of the payment has been allocated to claims.
- Not allocated: The payment is yet to be allocated to claims.
Tip: Once a payment is allocated, you can click on the link in the Claim references column to navigate to the associated Manage claim page (or listing for multiple claims).
Allocating a new payment
To allocate a new payment:
Step 1: Within the payments listing, click on the Create payment button.
Step 2: Enter the payment details.
Step 3: If required, search and select to attach a payment to the claim. Alternatively, skip this step to create the payment without assigning it to a claim yet.
Step 3: Click the Save button.
The payment will then be displayed in the payments listing as allocated or partially allocated accordingly. The allocation will also be displayed in the Manage claim page within the claim’s activity log.
Allocating an existing payment
To allocate an existing payment:
Step 1: Within the payments listing, click on the Status filter.
Step 2: Select Not Allocated, then click the Search button. Tip: If no payments are displayed on the listing with this filter, try selecting the Partially Allocated status and Search.
Step 3: Locate the payment you wish to allocate, and click Attach claim within the Claim references column.
Step 4: Review the allocation available and select the single claim you wish to attach to the payment.
Step 5: Click the Save button.
The payment will then be displayed in the Claims Listing as allocated or partially allocated accordingly. The allocation will also be displayed in the Manage claim page within the claim’s activity log.