Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
In the reality of any business, it is necessary to be able to invoice a targeted person as well as manage the payments received by this same person.
Furthermore, it is very common, especially in the legal field, to have several references involved (payers) on an invoice. It is therefore necessary, here again, to be able to register payments by payer, follow up on amounts due and manage statements of account.
A user can therefore:
Using the Client Payment function
Enter a payment in a client matter on one or all the invoices in this matter.
Then search in the Collection window by matter or by invoice number to find the matter.
Using the Multiple Payment function
Enter a payment for a CUSTOMER in all its applicable matters on all the invoices of the said matters.
Search by client in the accounts receivable window.
Enter a payment for a PAYER on all invoices for which there is an unpaid balance, regardless of the matter.
Search by payer in the collection window through the chronological accounts receivable window.
In detail