Financial Management › Costs and Payments › Define a Payment for the Cost of a Legal Document

Define a Payment for the Cost of a Legal Document

CA APM lets you define a payment for the cost of a legal document, including items such as legal fees and recurring charges. You can add multiple payment records for the cost of a legal document. If there are no cost records for the legal document, define the cost record before you can define a payment for the cost.

To define a payment for the cost of a legal document

1. Click Legal Document.
2. Search to find the list of available legal documents.
3. Click the legal document you want to update.
4. On the left, click Costs.

   A list of cost records for the legal document appears.

5. Click the Edit Record icon for the cost record for which you want to define a payment.
6. Click Show Payments on the right.

   Any existing payment records for the cost appear.

7. In the Payment area, click New.
8. Enter the payment information.
9. Click Save.

   The payment information is saved. The total scheduled payment amount, total amount paid, and the balance due for the cost are calculated and appear.