Billing > Enter a payment on invoices


Enter a payment on invoices

Record client bill payments. (This topic describes payment at a firm where merchant processing is not enabled by your Amicus administrator.)

This topic covers:

        From the Amicus taskbar in any view, click the down arrow next to New

        Enter details

        When finished entering details


TRUST DEPOSITS:
To record a trust fund deposit, instead see Deposit client funds into trust.

From the Amicus taskbar in any view, click the down arrow next to New

Enter details

        Reference number: e.g. check number or credit card transaction number.

        File or primary client: The unpaid invoices for that file or client are listed below in the Distribution section.

        Payment method: How the client is making the payment: check, cash, credit card, wire transfer, pay from retainer, or pay from trust.

        Amount: Required.

        Description: Invoice number and description

        Distribute: Click to distribute the amount among the listed invoices, oldest first. If the amount isn't sufficient to cover all invoices, remaining unpaid balances are shown.
To adjust the distribution between invoices, clear or select their checkboxes in the list.

        Remainder: If the amount is more than needed to cover all selected invoices, a leftover amount is shown in the Remainder field and it will be applied to general retainer. If entering a payment for a client with multiple files, choose which file will get the retainer.

        To print a payment receipt for the client, click Print.

When finished entering details

        Click Save & Close. To print a payment receipt for the client, click Print.

        Add general retainer funds

        Write off invoices fully or partially

        View your bills and payments (includes WIP files/clients list)

        Set opening balances

        Manage bills and payments on a file


Amicus Cloud (July 2023)

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