Edit a Payment

To edit a payment associated with a case, complete the following:

1. Select the record(s) and click Edit record on the Payment panel.

The Edit Payment panel opens.

NOTE: Only the Reference and Comment fields may be edited.

2. Once you have made your edits, click Save.

From the Edit Payment panel, you can also edit and view payer information and view refunds. See Edit Payer Information on a Payment, View Payer Information on a Payment, or View Refunds for more information.

See Payment Panel Fields for an explanation of the Payment panel fields.

NOTE: If a user makes a payment that overpays a fee or is insufficient to cover the next fee, the remainder is redistributed into a second payment with a tender type of System Defined Credit. The System Defined Credit tender type is automatically created by the system when occasion arises and does not appear on the Tender Types panel in PLL Admin.