How to make a payment toward a specific billing entry on an Invoice via the 'Invoices' section.
1. Click on 'invoices' in your left-hand navigation panel.
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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.
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3. Click on the blue 'Pay Invoices' button.
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4. You'll now see the the invoices in the 'Basic' view. Toggle to change the view to 'Detailed'.
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5. You'll now see the invoice details. Click ' + Invoice Details' to expand this section.
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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.
To make a payment towards a specific billing entry on the invoice, continue to the next step.
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7. Click the '+' sign next to the billing user to expand and view this invoice and the billing activities in further detail.
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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.
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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).
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