How to pay an invoice

Created by Allison Cloyd, Modified on Sun, 15 Jan 2023 at 09:45 PM by Robert Butler

This article explains how to pay an invoice directly into the operating/business account. 

Global Create

Select the green Global Create button in the top right-hand corner of the screen and select "Client Receipt.

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TitleDescription
Deposit toSelect the bank account that you would like to deposit the client receipt into 
AmountThis amount should reflect the total of the deposit into the bank account
DateThis should reflect the payment date
Receipt ByThis option will allow you to search for the invoice by matter, client, or invoice number. The receipt by field must be populated in order for a payment to be applied.
Received FromIndicates the party from whom you received the payment 
Payment MethodIndicate how the payment was received. Depending on the payment method you choose additional fields may appear. 
Paperclip (top right corner)Ability to attach a receipt or invoice to the receipt. For example, if an insurer has paid a lump sum into your account for multiple invoices you can attach the email confirmation so this confirms that you have paid the correct invoices. 

 

Once a matter, client, or invoice is chosen in the "Receipt by" field you should see the below. 

 

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Before saving the payment make sure that the pay column reflects the correct amount for each invoice and that the total at the bottom of the column matches the amount entered at the top. Remember you can choose receipt by "Client" if a client is paying multiple of their own invoices, you can choose receipt by "Matter" if a client is paying multiple invoices in relation to one matter, and you can choose Receipt by "Invoice" if the payment is in relation to a specific invoice. 

 

Bills List 

Go to Billing>Bills List
Check the box that corresponds with the invoice that you are looking to pay and then select "Create Payment"  

 

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When Processing a payment from the bills list you will notice that the "Receipt By", "Receipt From" and the amounts are pre-populated. All other fields should be filled in as normal by the user. 

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Matter Billing Screen

 

Navigate to the matter billing screen, select the Bills tab, and then select "Create Payment". You will notice that the "Receipt By", "Receipt From" and the amounts are pre-populated. All other fields should be filled in as normal by the user. 

 

 

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