Help Center

Processing Client Payments

You can process payments you receive from your clients. This includes allocating funds to a specific invoice. 

 

Processing Payments from Clients

You can submit payments for your client invoices.

 

To process a payment:

  1. In Actionstep Practice Management, click the global Create button and choose Client Receipt from the Billing section. (You may need to click Show all to see all of the options.) The New Client Receipt window is displayed.
  2. Complete the following fields:
    • Deposit to: Choose the account in which you want to deposit the payment.
    • Receipt no.: Leave this field as-is if you want the receipt to follow the natural numbering sequence of your receipts. Or, you can manually enter a number.
    • Amount: Enter the total amount of the payment.
    • Payment method: Choose how the payment will be processed. Based on which option you choose, additional fields will be displayed below this field.
    • Date: Enter the date the payment was made.
    • Receipt by: Click this drop-down list and choose from the following options:
      • Customer/Client: Choose this option to record a payment for a specific client, which you can select from the adjacent drop-down list.
      • Matter: Choose this option to record a payment based on a specific matter, which you can select from the adjacent drop-down list.
      • Invoice / Bill: Choose this option to record a payment based on a specific invoice, which you can select from the adjacent drop-down list. 
        Invoice data for the option you selected (including any outstanding bills associated with it) are displayed. (Invoice-based receipts will display only that one specific bill.) You will complete this information in Step 3.
    • Memo: Enter details about the payment or click Quick-code to select and insert a pre-defined memo.
    • Received from: Verify the contact listed in this field, or select the client from the list that better matches who's making the payment.
  3. In the list of invoices, review the outstanding invoice(s) and for each one, enter the Pay amount being paid towards the balance. You can click the right arrow to copy the full invoice balance to the field so you don't have to manually enter it. 
  4. Click Save to save the receipt. If you need to create another receipt, select Create another before you click Save.

 

Other Ways to Access Payment Workflows

There are a few other ways you can record clients' payments towards their invoices:

 

To pay invoices from the Bills List:

  1. In Practice Management, go to Billing > Bills List.
  2. Using the link in the Invoice / Bill column, select the invoice you want to pay. You can use the Filter option to help you more quickly find the invoice, or you can click on a specific column heading in the list to sort the list (e.g., clicking the Client heading sorts the client list alphabetically). The Sales Invoice window appears.
  3. Click Create payment at the bottom of the window.  The New Client Receipt window appears.
  4. Follow the instructions in Processing Payments from Clients (above) to complete the required information.

 

To pay an invoice from a specific matter:

  1. In Practice Management, view the matter you want to pay the invoice for. (See Editing a Matter for help.)
  2. Click the Billing menu icon. The Billing page appears.
  3. Click the Invoices / Bills link on the left side of the page.
  4. Click the Bill No. / Invoice No. link for the invoice you want to pay. The Sales Invoice window appears.
  5. Click Create payment at the bottom of the window.  The New Client Receipt window appears.
  6. Follow the instructions in Processing Payments from Clients to complete the required information.

 

How-To Video 

 

Updated