Payment Stages Documentation

Payment Stages

Payment Stages are used to manage payment stage data throughout the system for matter agreements and payment due tracking. These stages help standardize and organize the different phases of payment collection in legal matters, enabling proper payment scheduling and tracking systematically across the platform.

Accessing Payment Stages

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side.
2. Under the Accounting section, click on Payment Stages

Navigating to Payment Stages in Settings showing the accounting section menu

Managing Existing Payment Stages

The Payment Stages page displays all payment stages in a table with:

• Payment stage name (English and Arabic)
• Edit action button

You can:

• Add new payment stages by clicking the Add New button in the top right corner
• Search across all columns to find specific payment stages
• Edit a payment stage by clicking the edit option in the action dropdown

Existing Payment Stages grid view showing stage names in English and Arabic with action dropdown

Adding a New Payment Stage

1. On the Payment Stages page, click the Add New button in the top right corner
2. In the form, enter:
   • Payment Stage (En): Enter the payment stage name in English
   • Payment Stage (Ar): Enter the payment stage name in Arabic
3. Click Save to create the new payment stage

Adding a new Payment Stage form showing bilingual name fields with save button