Processing Client Payments

In this article:

• How-To Video
• Processing Payments from Clients

In this article, you will learn how to process payments you receive from your clients. 

How-To Video

Processing Payments from Clients

To process a payment:

1. In Actionstep, 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. Click the Receipt by drop-down list and choose from the following options:
   • Customer: 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: 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.)
3. Complete the other fields as needed:
   • 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. Which option you choose determines which Payment ref. field will be displayed below it. 
   • Date: Enter the date the payment was made. 
   • Received from: Verify the contact listed in this field, or select the client from the list that better matches who's making the payment.
   • Memo: Enter details about the payment or click Quick-code to select and insert a pre-defined memo.
4. In the table, review the list of 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. 
5. Click Save to save the receipt. If you need to create another receipt, first click Create another before you click Save. 

• Setting Up Your Client Receipt Preferences (Admin)
• Creating a Firm Receipt or Deposit