Record an Invoice Payment

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This article outlines how to record an invoice payment via check, cash, & other methods. You can record an invoice payment to one or more invoices for a particular client.

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.
4. Single-click the client to whose matters you wish to apply payments.
   The row highlights.
5. From the toolbar, click Invoice Payment Using > Check/Cash from Client.
   The Invoice Payments from New Client Funds screen opens.

Note: If already working within a specific matter, you can also locate and pay your matter invoice(s) under Matters > Details > Billing > Invoice.

Enter Transaction Details

On the left side of your screen:

1. In the Funds Received From section, confirm the appropriate Payor displays.
2. In the Date field, you can leave today’s date in place, or use the drop-down to click a different date.
3. In the Amount field, enter the payment amount.
4. The Type field will default to Deposit.
5. Use the Method drop-down to further specify the payment method, if desired. 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.
6. Under the Funds Deposited To section, use the Bank drop-down to click the appropriate bank.
7. In the Ref # field, enter a reference number, if desired.

Applying Your Payment

On the right side of your screen,  all unpaid invoices for this client will be listed along with their balances.

1. Check off which invoices you would like to apply payment to. The applied credit amount will be in full until the full payment is used up.
2. If you would like to edit the applied amounts, click the edit pencil icon to the far right of the invoice.
3. On the Edit Applied Amount screen, in the Applied Amount field, enter the portion of the payment you want to apply to the invoice.
4. Click Save.
   The Funds Applied To section checks the box beside the invoice and populates the Payment Received field.
5. Repeat these steps for any invoices to which you wish to change the applied amounts.
6. When ready, in the upper right corner, click Receive Payment.
   The Invoice Payment From New Client message box reads: Invoice payment has been applied.
7. Click OK.
   Your invoice(s) balance will be updated and a deposit will be recorded in the bank which was chosen.