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installation_stc_claims
Table of Contents
STC Claim
Lodging STC Claim can be done in installation view page. Click on “Lodge STC Claim” button shown below to lodge STC claim.
Installations -> Customer name - > Lodge STC Claim
Once the button is clicked, it will display the page shown below. User have to select STC broker that they want to send the claim. After selecting the broker, user have to upload the STC assignment form (Note: File must be in pdf format and must not exceed file size of 1MB). After filling in all the mandatory fields, click on “lodge stc claim” to send the claim.
STC Claim Listing
Once STC claim is lodge, it will take you to stc invoice listing page as shown below. User can go to the page by clicking “STC Claims” button at installation listing page. User can search the information with the given search criteria which are listed as below.
| Search Criteria | Description |
|---|---|
| Customer | Search by name of the customer |
| Suburb | Search by suburb of the customer |
| Amount | Search by amount received |
| Pay Status | Search by status of the payment |
| Claim Sent Date From | Search by claim sent date from |
| Claim Sent Date To | Search by claim sent date to |
| Payment Received Date From | Search by payment received date from |
| Payment Received Date To | Search by payment received date to |
Edit
User can edit the details by clicking on edit button shown below. Multiple payment status can be changed to “Received” by checking the boxes in action field and clicking on “Payment Received” button.
Once details are changed, click on save button to save the changes.
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