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Case reference - creating and deleting

 

 

Creating a new Case Reference

 

 

Complete the Case Reference Form

 

 

 

 

 

 

Closing Case Reference

 

 

Case are closed by unchecking the "Inactive" box

 

 

 

Cases can only be made "Inactive" if they have a zero balance. If a balance exists then a message

will appear advising of the balance and requesting that appropriate action is taken to clear

the balance.

 

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