How to make a payment toward a specific billing entry on an Invoice via the 'Invoices' section.
2a. In order to pay your invoice(s) you must first enter a client, matter or invoice number. To further filter your results, enter a specific time frame or custom field. Click 'Apply' to filter the results.
- The invoices will populate below, in order from oldest to newest.
- Note: You can take a deeper look and filter between unpaid, paid or all invoices for your client.
6. You'll now see information regarding this invoice by billing user. If you enter a payment here, this will be applied to the invoice as a whole. If applicable enter these details and click save.
7. Click the '+' sign next to the billing user to expand and view this invoice and the billing activities in further detail.
8. Now, you can make a payment towards a specific billable activity or multiple activities. Enter the amount to the right of the billable activity. The total payment amount will auto-populate at the top as they're entered.
9. Once you've entered all of the necessary payments, save your changes.
Save options explained:
'Save Credit Card/E-check Payment': Take advantage of our fully integrated merchant processor, LexCharge! Accept credit card payments and e-checks with one click, and your funds will be moved right into your operating account. Want to learn more about payment processing with LexCharge, click here!
'Save with Trust Transfer': Transfer funds from the clients trust account to pay their invoice(s).
'Save': Clicking 'Save' will record the payment(s) on the matter ledger(s).
