How do payments transfer to Ezclaim?

1. Payments will not export if the case is not present in EZClaim. A case will export to ezclaim either by exporting a note from that case, or by selecting "export" on the case tab.

2. Payments will only export if the "export" checkbox is set (see screenshot). This is set by default for all payment types. A user may manually clear this checkbox to prevent it from exporting. This checkbox is also affect cases that are not exported to ezclaim. When a case is exported for the first time any payment with this checkbox set will export with the case.

3. You may set the payments to not export by default based on payment type. Visit Billing => Lists => Payment Types. Clear the "Export by Default" flag (see screenshot). Also cases marked as do not export will not have the export flag set on payments.

4. If a payment is not exported the user will still have the option to export the payment later, by selecting the "export" link in the payments list.

5. Once a payment is exported you have 24hrs to make adjustments before the payment is locked permanently and can no longer be edited or deleted.

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