IHTM31211 - Assessing: marking assessments as paid

Your registry E2 will register the payment when they attach the receipt to the file. If you have the file already however, and the receipt comes to you separately, you should note the payment.

Select the case record on the Case Index window. Select Paid/Repaid from the Assessments menu. This will bring up the Assessments Paid/Repaid window.

Highlight the assessment you want to register. If the assessment highlighted is for a payment, the button on the right will show as Paid. (When you highlight a repayment assessment, the button will change to Repaid). Click on this button.

This will bring up a new window titled Date assessment was Paid (or Repaid). Enter the Effective Date of Payment ( IHTM31187) (EDP) of the assessment in the format dd/mm/yyyy.

The EDP is either:

• the EDP on the payment receipt or
• where part of the assessment has been satisfied from deposit, the EDP of the balance
• where the assessment is wholly satisfied from deposit, the EDP of the most recent deposit, or
• (for repayments) the date of issue of the Payable Order as shown on the Sect 6.

Then click the OK button. If you have chosen the wrong assessment to register, click the Cancel button. This will return you to the Assessments Paid/Repaid window.

IMPORTANT NOTE

If you register the wrong assessment by mistake, COMPASS does not allow you to correct the mistake by changing the status of the assessment from Paid or Repaid back to Issued. Nor does COMPASS allow you to withdraw a Paid or Repaid assessment. You will therefore have to make certain that you are registering the right assessment before you click the OK button.

If you do accidentally register the wrong assessment, consult with your manager about the possibility of unpaying ( IHTM31212) it.