Making a One-Off Payment

 

Overview

here may be occasions where you quickly need to quickly write a check and do not want to go through the whole process of loading a supplier invoice, creating a payment, and then running a print batch. For example if you need to pay for a delivery that arrives at the office, or pay court fees. There are several ways to do this depending on the circumstances.

Option 1: Paying from Trust Funds

If the payment is on behalf of the client and you wish to pay directly from trust funds then it is very simple. Open the trust accounting page inside the matter and click the 'Make Payment' link and select 'Printed Check' as the payment method.



You can then print the check batch from Accounting->Banking->Checks

Option 2: Printed Check from Business Account

Create Firm Withdrawal and select "Printed Check" as the payment option. Enter the action ID in the line item if it relates to an action (matter).

IMPORTANT: If you want to recover this payment from the client then you need to enter a disbursement into the matter so that it will show up on the next client billing run.