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:

• Add client payments (by matter or client).

• Edit a client payment by highlighting the payment and clicking Edit.

• Delete a client payment by highlighting the payment and clicking Delete.

• Print a Client Payment report by highlighting the payment and clicking Print.

• Print a deposit slip.

• Post a client payment.