Bouncing Payments

This procedure is for client and trust payments returned due to insufficient funds. Click here for information about handling client refunds.

For Bounced Payments to the Operating Account

1. Select Matters > Matter Billing Activity to open the Matter Billing Detail window.

2. Select the matter.

3. Highlight the insufficient payment and click Pymt Bounced.
   
   

4. Appropriate journal entries are entered and posted automatically.

For Bounced Payments to the Trust Account

1. Select Trust > Matter Trust Activity to open the Matter Trust Activity window.

2. Select the matter.

3. Highlight the insufficient payment and click Pymt Bounced.
   
   

4. Appropriate journal entries are entered and posted automatically.