The 'Accounts Tab' is used to manage and track the invoices and payments associated with the selected case, along with any potential adjustments and refunds. This interface is split into 3 key sections, dedicated to the control of the accounts through entries in the form of invoices, payments, adjustments and refunds.

The first of these sections contains controls relevant to viewing and editing the currently selected entry, the second is utilized to search for and select entries to view and manipulate and the third allows the creation of new entries.

The interface of the Accounts tab is marginally different from the other tabs associated with case management, as several extra controls that are used to add additional information to the Iinsight system are included. This interface is detailed below.

Clicking the Delete button will prompt the user, before permanently removing the currently selected invoice, payment, adjustment, or refund from the Iinsight system.

Displays the transaction details of the currently selected invoice, payment, adjustment, or refund. The information displayed for each of these four varieties of entry differs and is detailed below.

Generates a formatted document of the currently selected invoice, payment, adjustment, or refund which the user can opt to print, or export to PDF, or formats suited to Microsoft Word or Excel.

Print a copy of the invoice with a COPY watermark.

The 'Send Email' button is used to send the Invoices, Payments, Adjustments, and Refunds transactions by email in the Accounts tab

The 'Void' button is used to Void the transactions in the Accounts tab

The 'Reverse' button is used to Reverse the transactions in the Accounts tab

The options are used for viewing or searching invoices and editing the fields as required.

The search field is filled by the user to define the information based on which the accounts list will be filtered.

The 'by Dropdown' allows the user to define the condition based on which the accounts list will be filtered when they search. For example, if this dropdown is set to 'Company', clicking 'Find' will filter the list to only include those entries associated with a company that matches the text entered in the search field.

Clicking 'Find' will filter the currently displayed accounts list according to the query and condition set by the Search Field and Criterion Dropdown.

This button is used to determine the information columns displayed for each entry currently shown in the accounts list.

The options used for creating an invoice, payments, adjustments, and refunds.

Opens the Invoice interface, which is used to generate a new invoice to be added to the currently selected case.

In a similar way to the +Invoice functionality, clicking on this button opens the Payment interface, which is used to generate a payment record to be added to the currently selected case.

Opens the Adjustment interface, which is used to add an adjustment to the currently selected transaction.

Reducing or Increasing an invoice will leave the invoice record unchanged and create a new invoice entry associated with that same invoice number with the amount to be reduced or added to the invoice cost under the type "Adjustment".

Opens the Refund interface, which is used to process a refund on the currently selected transaction.

This is listed under the type "Refund" and has the amount to be refunded. Like adjustments, the original invoice remains unchanged and this additional entry is associated with the same invoice number.