Applying One Payment to Multiple Matters
Users can now apply a single payment (Check/Cash from Client) to invoices from multiple matters of the same client.

  • Click Activities in the side panel
  • Click the invoices section
  • Select a client that has at least 2 matters
  • Click “invoice payment using" > "Check/Cash from Client”

  • Choose the date of when the funds were received 
  • Enter the amount
  • Choose Type and Payment method
  • Choose the operating account where the funds will be deposited to
  • Select invoices to apply payment to (Note: all invoices for this client will display, across all matters)
  • Click “Receive Payment”

These invoices will then update or be marked as paid.
The transaction status for the payment will be marked as posted and a deposit slip will be created under Accounting > Deposit Slips

Note: Retainers cannot be applied across multiple matters.