Payments: How to add a Payment
1. Click on the '+ Add New' button and select 'Payment'.
2. Choose to enter your Payment one of three different ways: by posting it to the Client's Trust Account (for holding), the Client's Operating Account/Matter Ledger (for monies owed), or to a specific Invoice.
Note: If posting a Payment to general Operating, the system will allocate the Payment to the oldest Invoice first.
For more information on posting Payments to Trust, click here.
For more information on making Payments to Operating, click here.
To learn more about additional Trust options , click here.
To learn more about making Payments to Invoices using our Invoices section, click here.