Carole Kolsky (Customer) asked a question.
How do you show a client all amounts paid by him for services?
- Shaiefa Fletcher (LEAP)
Hi @Carole Kolsky (Customer)
Thank you for posting on LEAP Community Discussions.
We recommend the Matter statement to show a client all their payments. To access the Matter Statement, First you would need to enable the Firm & Matter Analytics app by clicking on Menu and navigating to the App Marketplace. Once the Firm & Matter Analytics app is enabled, open the relevant matter and navigate to the Financial Summary tab then Click on the Matter Statement icon. The Matter Statement window will open, ensure 'Include Payments' is checked off to make sure payments are listed. You can also find the article with the steps here as well.
We hope you find this helpful!
Kind regards,
Shaiefa
Expand Post- Carole Kolsky (Customer)Thank you.
[cid:image001.png@01D81748.09F49E20]
Carole J. Kolsky | Legal Assistant
2000 Glades Road
Suite 300
Boca Raton, FL 33431
(561) 613-4000 Main
(561) 420-0707 Fax
Email: ckolsky@belsonlaw.com<mailto:ckolsky@belsonlaw.com>
Website: www.belsonlaw.com<http://www.belsonlaw.com/>
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Hi @Carole Kolsky (Customer)
Thank you for posting on LEAP Community Discussions.
We recommend the Matter statement to show a client all their payments. To access the Matter Statement, First you would need to enable the Firm & Matter Analytics app by clicking on Menu and navigating to the App Marketplace. Once the Firm & Matter Analytics app is enabled, open the relevant matter and navigate to the Financial Summary tab then Click on the Matter Statement icon. The Matter Statement window will open, ensure 'Include Payments' is checked off to make sure payments are listed. You can also find the article with the steps here as well.
We hope you find this helpful!
Kind regards,
Shaiefa