How to view details for payments and Invoices in the Matter Ledger.
1. While viewing the Matter Dashboard, click on the Matter Ledger Balance on the right-hand side.
2. While viewing the Matter Ledger you'll see all Invoices and adjustments, if applicable. Click on 'view details' to the right of an Invoice number.
3. This will open the 'Invoices' section in a new web browser. Only the Invoice that you selected 'view details' for will appear in the list. Select the 'Invoice #' to view information for a specific Invoice.
4. To view payment details, select 'view details' to the right of the payment.
A pop-up window displays the payment information.
With a few quick clicks, you can apply a payment to operating or trust, or to specific Client Invoices. When Invoices are not paid in full, you can easily tie any adjustments directly to the Invoices they are associated with, which makes bookkeeping easier. Our bulk adjustments feature automatically zeroes out an Invoice.
Learn more about the Invoices section with helpful FAQ's: