Record an Invoice Payment

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.

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Record an Invoice Payment

Locate Invoice(s)

1. From the left navigation panel, click Billing.
2. From the Billing menu, click Invoice.
3. On the Invoices screen, beneath the toolbar, if the Applied Filters field does not display Status = Unpaid, use the Filter to select it.
   A list of all your unpaid invoices will display.
4. From the toolbar, click Payments.
   
   Note: If already working within a specific matter, you can also locate and pay your matter invoice(s) under Matters > Details > Billing > Invoice. You can also use the Quick Action button to access the Pay Invoices screen.
5. On the Pay Invoices screen that opens, in the Source field, click the radio button for  Pay with New Funds.
6. In the Payment section, click the radio button to select from Client, Matter, or Invoice.
7. Enter, client name, matter name, or invoice number, as appropriate.
8. In the Amount Received field, enter the amount.
   Note: The invoices will display only after you have entered the amount in the amount field.
9. In the Received From section, enter the Payor name.
10. In the Memo field, enter a short description for the payment.
11. In the Date field, you can leave today’s date in place, or use the drop-down to click a different date.
12. In the Ref # field, enter a reference number, if desired.
13. In the description field, enter a description for your records, if desired.
14. Use the Method drop-down to specify the payment method. Note: if you wish to record a credit card payment without using an integrated payment provider, you can select credit card as the method here.
15. Under the Deposit To section, use the Bank drop-down to click the appropriate bank.
16. From the invoices that display below, select the matter for which you want to record an invoice payment.
17. To show all the invoices for the matter, expand by clicking on the arrow to the left of the matter.

Applying Your Payment

On the lower half of your screen,  all unpaid invoices will be listed along with their balances.

1. By default all invoices will be checked. The applied credit amount will be applied in full from the first invoice onwards until the full payment is used up.
2. If you would like to edit the applied amounts, in the Applied Amount field, enter the portion of the payment you want to apply to any of the invoices.
3. At the top right of the section, click Pay Invoices.
   The message box reads: Invoice payment has been applied. Your invoice(s) balance will be updated and a deposit will be recorded in the bank which was chosen.