A Payment Credit can be applied directly to a Matter and will be reflected in the balances. A payment credit is not available directly from invoices.
Navigate to a Matter
Hover over the Payments related list quick link and select the New Payment button.
- OR -
Scroll to the Payments related list near the bottom of the Matter page and select the New Payment button.
Apply a Credit
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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 Credit Date
- Click in the typing section to bring up a calendar to navigate and choose from
- Set the Type of the entry
- Credit
- Set the Credit Method (if desired)
- Cash
- Check
- Credit Card
- Fund Account - Not Available for a Credit
- Other
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Apply from Fund Account (* ONLY shows when PAYMENT is chosen for the TYPE field)
- Not Available here - See: Applying a credit to a Fund Account
- Set an Amount for the Credit
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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)
- Enter a Comment for the Credit (if desired)
-
Apply Payment
- ~ If Credit is chosen for the TYPE field Apply Payment button becomes ACTIVE (Orange).
- Click Apply Payment to apply the Credit.
Confirmation of Credit
If the credit will result in an overage you will receive this warning. (EX. if the credit payment will show negative owed in the A/R Balance and a credit amount available.) You have the option here to cancel or continue with credit payment.
Returns to Matter Record
After Applying Credit, you are returned to the Matter page from whence you started and can view the Credited Payment has been applied via balances (above) and Payment entries (below).
