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 Rocket Matter Pay integration to process credit card payments.
You can use Rocket Matter Pay to process ACH/eCheck payments. With this integration, your client can also submit their payment using the link within their invoice or from within the client portal, if this invoice has been shared.
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