How do I receive a payment from a client for an Invoice?
***For detailed intructions please refer to the Basic User Guides for Operating In, Trust In and Transfer.
Click on the "Add Entries" Icon.
Receive the Payment through:
Operating In tab
- OR -
Trust In tab and then Transfer tab to pay Invoice
Operating In:
DATA ENTRY -> OPERATING IN tab
Summary:
Top Area of Input screen requires the Bank Account, the Date, the Amount, the source, the Type of the payment. "Receipt #" Optional.
Middle section has the Contact Record and an optional Memo Field.
The last section can have several payment details for several files.
Along the very bottom of the screen take note of:
the "Print Receipt" button. If the radio button is turned on the PDF of the receipt is also saved on the Client Ledger.
at the right hand side is the LawPay Link indicating a payment is available (only if using LawPay).
Press the "Save" button at the bottom left.
The receipt will be created as a PDF.
Trust In and Transfer:
DATA ENTRY -> TRUST IN tab
Summary:
Top Area of Input screen requires the Trust Bank Account, the Date, the Amount, the Type of the payment (cash, check, EFT, etc...), "Receipt #" Optional.
Middle section has the Contact Record and an optional Memo Field.
The last section is the file information.
Along the very bottom of the screen take note of:
the "Print Receipt" button. If the radio button is turned on the PDF of the receipt is also saved on the Client Ledger.
at the right hand side is the LawPay Link indicating a payment is available (only if using LawPay).
Press the "Save" button at the bottom left.
The receipt will be created as a PDF.
The funds can now be transferred to the Operating Account by paying the Invoice using the Transfer functionality.
DATA ENTRY -> TRANSFER tab.
Press the "Save" button at the bottom left.
If applicable, the 9A form will be created as a PDF.
Tips and Tricks with FAQ:
Q; Why am I not able to enter a GL Account number?
A: When a File is entered in Operating In the GL Account number is automatically assigned.
Q: Client called asking for a copy of the receipt but the receipt is not on the Client Ledger. How can I give them a receipt?
A: Drill down on the transition in the Client Ledger. At the bottom of the screen there is a radio button "Print Receipt". Turn it on and a receipt will be generated.
Q: Is there a setting for the "Print Receipt" button so it will be automatically on?
A: That is on the roadmap for future development.
Q: How do I get an electronic signature to appear on the Receipt?
A: Click on the silhouette / profile icon in the top right corner of the screen. Add your electronic signature in the "Organization" section. Check the Admin setting: ADMIN -> FIRM -> SETTINGS -> BANKING (Receipt Layout).
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