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.
The interface
Step 1: Choosing the collection process. Is it by payer or by client?
The Multiple Payment feature in JurisEvolution can be used to process a payment received from a client for all the invoices in his own matters.
In this case, the window will show all the invoices owed exclusively to the selected client, regardless of the payers responsible, by displaying the total amount to be paid per invoice.
It can also be used to process a payment received from a payer.
In this case, the window will show all the invoices due exclusively to the selected payer, regardless of the clients and matters, displaying the amount to be paid for each one.
Do not forget that a client can be a payer and vice-versa.
Always make sure that you are in the right interface because the software's behavior is different, and the results displayed can also be different.
Step 2: The date of application of the payment in the software
Date of the check.
Date of the transfer.
Date of receipt of the cash.
Step 3 + 4: Reference and Description
The reference will often be used to enter the check number or the transfer confirmation number etc.
The description is an internal explanation to understand and know the details of the transaction (the more clearly the information is written, the easier it will be to read later).
Step 5: Amount of the payment
The value to be deducted from the account receivable.
Step 6 + 7: Automatic distribution and undistributed amount
The "Automatic distribution" icon allows you to automatically distribute the payment on the invoices, from the oldest to the most recent (without taking into account the matter). It is also possible to manually distribute the payment on the invoice of your choice.
Normally, if an amount is not distributed, it is displayed in the field of the same name. However, this is not possible in this window because 100% of the payment must be distributed in order to save it.
Note : Interest and Discount
It is not possible through the multiple payment window to process a discount or the addition of interest because these 2 types of transactions must be linked to a matter. Only the payment function allows these actions to be performed on an incoming payment.
Step 8: Generating a receipt
When the transaction is registered if the box is checked.
However, it is possible to issue a receipt for a transaction even if it was not requested when the transaction was created.
Step 9: Invoice details
A - Date of the invoice.
B - Invoice matter number.
C - Invoice number.
The asterisk ( * ) means that it is a multi-payer invoice.
D - Invoice total.
E - Total balance due on the invoice.
F - Total balance due by the payer on the invoice.
This field is only used in a payment by payer.
G - The amount of the current payment applied on this invoice.