A Payment is based off of Billings that have been set to 'Billed' by Invoicing them - Either from their respective Matter (See: Creating an invoice ~ From the Matters TAB) or from the Invoice tab (See: Creating an invoice ~ From the Invoices TAB).
Navigate To The Matters Tab
Choose A Matter To Add A Payment To
Adding a New Payment
Use the hover functionality by mousing over the Payments link near the top of the Matter page and Click New Payment Button
~ OR ~
Scroll to the Payments related list near the bottom of the Matter page and Click New Payment Button
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Matter is Auto-populated
- Choose the X to remove the defaulted Matter
- Choose another Matter with the look-up icon (if desired)
- Set the Payment Date
- Click in the typing section to bring up a calendar to navigate and choose from
- Determine the Type of the entry
- Payment
- Write-off
- Credit
- Set the Payment Method (if desired)
- Cash
- Check
- Credit Card
- Fund Account
- Other
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Apply from Fund Account (* ONLY shows when PAYMENT is chosen for the TYPE field)
- Use the look-up icon, if desired, to search for the Fund Accounts already entered in the system via AdvologixPM Setup steps above
- Set an Amount for the Payment
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Owner is auto-populated (determined by whom is creating the Payment record)
- Choose the X to remove the defaulted Owner
- Choose another Owner with the look-up icon (if desired)
- Choose whether to Pay expenses first or Only
- Enter a Comment for the Payment (if desired)
- Choose which Invoice to apply the Payment to
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Apply Payment (Defaults to grayed-out)
- If either Payment or Write-off are chosen for the TYPE field - then an Invoice must be chosen for the Apply Payment button to become ACTIVE (Orange)
- If Credit is chosen for the TYPE field Apply Payment button to becomes ACTIVE (Orange)
Returns to Matter Record
After Applying Payment, you are returned to the Matter page from whence you started and can view the New Payment in the Payments related list details.