There are four ways to apply a payment to an invoice.

1 - Check/Cash from Client

Below are the instructions for receiving a payment on one matter, for steps to apply one payment across multiple matters for a particular client, view steps HERE
  • On the main matter page, select the matter you wish to receive payment for
  • Go to Matter Details (or double click matter)
  • Click on the Invoice Tab
  • Select Invoice and select "Invoice Payment Using" > "Check/Cash from Client"
     

Step 1 - Complete the Amount field with the amount received from client
Step 2 - Select the invoice(s) you would like to apply this payment to
Step 3 - Click Receive Payment

At this point, your unpaid balance will decrease by the amount of the payment.


2 - Client Credit Card via LawPay

These payments can be processed in office or online


IN OFFICE
  • On the main matter page, select the matter you wish to receive payment for
  • Go to Matter Details
  • Click the invoice tab
  • Select Invoice and select "Invoice Payment Using" > "Client Credit Card"


  • Complete the Amount field with the amount charged from the client
  • Select the invoice(s) you would like to apply this payment to
  • Click "Charge Credit Card"

 


  • Fill out credit card information.
  • Click "Charge" when finished.
At this point, your unpaid balance will decrease by the amount of the payment. A credit card icon will be next to the transaction for the payment (charge).

ONLINE
If you are using our integration with LawPay, you can send your invoices by email, and they will contain a link in the header for your client to pay online. For more information on this, click 
HERE


3 - Existing Operating Retainer

You may have advances received into the business account, or perhaps a credit on hand for overpaid invoices. Below are the instructions to apply payment individually, but there is a way to apply operating retainer in bulk. Those instructions are HERE
  • On the main matter page, select the matter you wish to receive payment for
  • Go to Matter Details
  • Click on the Invoice Tab
  • Select Invoice and select "Invoice Payment Using" > "Existing Operating Retainer"

 

  • On the left side, view the amount of available credit
  • Select the invoice(s) you would like to apply this credit to. You will see the applied credit, and remaining credit amounts update. 
  • Click Receive Payment

At this point, your unpaid balance will decrease by the amount of the payment and your operating retainer has reduced.

4 - Existing Trust Retainer
  • On the main matter page, select the matter you wish to receive payment for
  • Go to Matter Details
  • Click on the Invoice Tab
  • Select Invoice and select "Invoice Payment Using" > "Existing Trust Retainer"

 

  • Complete the Amount field with the amount that will be debited from the trust account
  • Select the Type of Transaction - Check or Wire out/ACH (internal transfer)
  • Confirm the proper Operating Account is listed for the deposit
  • Select the invoice(s) you would like to apply this payment to
  • Click Receive Payment

At this point, your unpaid balance will decrease by the amount of the payment and your trust retainer has reduced.


NOTE: When any invoice is paid in full it is moved to the PAID section of your invoices tab. you may need to change your filter to PAID or ALL to view it if needed.