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CommunityHow do I apply one payment to two different matters?

How do I apply one payment to two different matters?

Cheri Bardin likes this.
  • Amanda Blackford (Customer)

    Open one of the matters. Go to the Operating Accounting tab and click Receive Payment. Enter the total amount of the check and pertinent information like you normally would.

     

    In the middle of the window, towards the right side you should see a dropdown that says "All open Invoices - Matter No. XXXX" Click the dropdown and select "All Open Invoices - CLIENT NAME". This will bring up all open invoices for that client. If you have a client that has multiple matters under different names, select "All open invoices" (this will bring up every single unpaid invoice in the firm, so you'll have to search for the invoices you want). Apply the payments to the invoices and save.

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How do I apply one payment to two different matters?