Overview of Client Payments

Client payments are payments of bills for the appropriate client-matter. You can distribute a client payment over multiple invoices of multiple matters.

The order in which the system automatically breaks out client payments is as follows:

  1. Hard Costs

  2. Soft Costs

  3. Taxes

  4. Fees

  5. Retainers

  6. Late Charges

Client payments are managed from the Enter Client Payments window. To open the window, select Billing > Payments Received.

From this window, you can: