The total taxes charged on an invoice can be found by going to the arrow on the invoice in the add/edit invoice screen:


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Partial payments are applied according to an approved accounted hierarchy, as described in other articles, e.g. firm, collected taxes (fees/expenses) first, then vendor collected taxes, followed by advanced client cost reimbursements, firm expenses, then fees.  To find this detail:


  • Matter > Details > clickScreen Shot 2017-08-10 at 1.44.13 PM.png icon to view invoice details

  • The upper section lists the original invoice breakdown (not shown in full), the middle section shows the payment ($544), and the bottom section shows the allocation of the payment.  Note: hierarchy paid the tax liability if full first before applying the balance of the payment.