In this article, we'll look at paying an invoice directly into the operating account.
Paying an invoice using the Quick Create button
Select the green Quick Create button in the top righthand corner of the screen and select "Client Receipt"
Deposit to-Select the bank account that you would like to deposit the client receipt into
Amount-This amount should reflect the total of the deposit.
Date-This should reflect the payment date
Receipt By-This option will allow you to search for the invoice by matter, client, or invoice number. The receipt by field must be populated in order for a payment to be applied.
Received From-Indicates the party from whom you received the payment
Payment Method-Indicate how the payment was received. Depending on the payment method you choose additional fields may appear.
Once a matter, client, or invoice, is chosen in the "Receipt By Field" you should see
Before saving the payment make sure that the pay column reflects the correct amount for each invoice and the payment total.
Paying an invoice from the Bills list
Go to Billing>Bills List
Check the box that corresponds with the invoice that you are looking to pay and then select "Create Payment"
When Processing a payment from the bills list you will notice that the "Receipt By", "Receipt From" and the amounts are prepopulated. All other fields should be filled in normally by the user.
Paying an invoice from the matter billing screen
Navigate to the matter billing screen, select the Bills tab, and then select "Create Payment"