Enter an A/R receipt for multiple matters
Sometimes you will receive a single check from a client that needs to be applied to multiple matters.
To enter an A/R receipt for multiple matters:
Choose the A/R module > Receipt tab
Tab to the File Number field, enter the File Number for the first matter and tab off the field
You will be presented with a list of all invoices this matter currently has outstanding
Single click in the Pay column beside the invoices to which you want to apply the receipt. Click OK
Click on the Amount field and override the amount with the total amount for the receipt and tab.
You will note the Balance to Disburse field will no longer read in balance.
You must now enter the other file number (invoices) to which the balance of the receipt should be applied.
In the A/R Disbursement area, select the invoice field or the file number field in the first blank row underneath your list of matters. Enter the file number to which you want to apply the balance of the payment and tab off.
Note you can spread the balance over as many different invoices or matters as you wish. You just need to ensure the Balance to Disburse field reads "In Balance" before you can post the receipt. The total amount of the receipt entered at the top has to be equal to the total in the A/R Disbursement area.
You can now post the receipt or click New to enter another receipt.