How to Record Payment?

Record payment can only be done against any approved invoice or approved trust fund request.

Follow these simple steps;

1. Select any approved invoice or trust fund request.
2. Click Record Payment button.
3. At Record Payment page, you can choose the Sourceof the payment. Essentially you have 3 options;
   • Direct Payment
   • Client Account
   • Matter Account
4. Then choose where do you want to deposit the money to at Deposit Account. It should list your designated office account.
5. Then fill up the rest of the information in regard to the payment.
6. Lastly click Record Payment to complete the transaction.