In Lawcus, you can effortlessly add payments to your invoices, providing you with a streamlined billing process and efficient management of client payments. This article will guide you through the simple steps to add payments to an invoice, whether it's recording direct client payments or utilizing available balances in trust or operating accounts.
Steps to Add Payments on an Invoice
Go to
Billingon the left and access theInvoicestab to view invoices.Hover over the desired invoice, and a pop-up menu will appear with various options. Click
Record Paymentfrom the pop-up menu to record the payment.
Alternatively, click open the Invoice and click on
More Actionsand selectAdd a paymentoption.
Select the appropriate
Payment Sourcebased on your requirements, such as direct client payments or balances from a trust or operating accounts.
Add the
Amount,Payment Type, andDestination Accountwhere you want to allocate the payment.Click on the
Add Paymentbutton to finalize.