Recording Invoice Payments |
Apply a payment to an invoice — by credit card, ACH/eCheck, operating retainer, or trust retainer — and allocate partial payments across timekeepers.
This article outlines how to record an invoice payment via check, cash, and other methods. You can record an invoice payment to one or more invoices for a particular client.
You can use CosmoLexPay integration to process credit card payments.
You can use CosmoLexPay
If your jurisdiction allows, you can deposit a retainer in your operating account and pay invoices from it.
You may also have a credit due to returned funds, or a recovered overpayment.
This article outlines how to record an invoice payment via your trust account.
With our streamlined payment screen, when entering payments, you have the flexibility to allocate partial payments:
- By fees
- By invoice components including cost (hard and soft cost expenses), discount, and overhead charges
- And write-off remaining balances