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.
  • Start at the Activities page
  • Click the invoices tab
  • Select a client that has at least 2 matters
  • Click “invoice payment using" > "Check/Cash from Client”

  • Enter the amount
  • Choose Type and Payment method
  • Enter the correct bank
  • 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.

Note: Retainers cannot be applied across multiple matters.