View an Invoice’s Total Tax and Payment Allocation Details

When you create or edit an invoice, the summary section’s Total Tax Applied field displays the sum of taxes.

For a breakdown of that total, click on the pencil icon.

Taxes on Partial Payments

Partial payments are applied according to this approved accounting hierarchy:

1. Firm/collected taxes (on fees/expenses)
2. Vendor collected taxes
3. Advanced client cost reimbursements (hard costs)
4. Cost Recovery (soft costs)
5. Fees

View Invoice Payment Allocation Details

From Matters

To view an invoice’s payment allocation detail, including partial payments:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click the matter or single-click it, to the far right fo the row, click on the three dots and from the drop-down, click View.
3. From the tabs atop the Matters Summary section, click Billing.
4. From the tabs atop the Billing screen, click Invoices.
5. On the Invoices screen, locate the invoice for which you want to view payment allocation details.
   
6. To the far right of its row, click the three dots and from the drop-down, click View Details.
   Scroll down to the Invoice Details section.

   Invoice Components	Original invoice fees and costs
   Applied Payments	Payments applied to the invoice
   Payment Allocation	How applied payments were allocated on the GL

7. When finished, click Close.

From Billing

1. From the left navigation panel, click Billing.
2. From the Billing menu, click Invoices.
3. On the Invoices screen, locate the invoice for which you want to view payment allocation details.
4. To the far right of its row, click the three dots and from the drop-down, click View Details.
   Scroll down to the Invoice Details section.

   Invoice Components	Original invoice fees and costs
   Applied Payments	Payments applied to the invoice
   Payment Allocation	How applied payments were allocated on the GL

5. When finished, click Close.