Account Receivable - Split Billing or Multi Payer Cases
On the Dashboard, Account Receivable button generates an account receivable report to show a list of clients/invoices that are unpaid. Another sheet in the downloaded workbook includes a list of payers in various split billing cases with unpaid amounts.
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Different Payer or Split A Bill/Invoice For Multiple Payers
A case/matter (or project) may be configured to have multiplepayers or a payer different from the matter's client. To setup different payers, click on "Cases (Projects)", select a desired case in the list. On right hand side pane, click on Edit Case ...
Recording Invoice Payments in Multiple Payer Cases
Q: I have a matter where there are six different payers. When I go to post the payment from one of the payers, there is no place for me to select the correct payer. Thus, the payor and client's balances are off. How do I do this. A: 1. First, if not ...
Entering retainer payment in a multiple payer case
At the beginning of a case that involves multiple payers, create a client and a case as usual. Then create a client records (Add Client button) for the second payer (system supports any number of additional payers). Then under the Cases (Projects) ...
Account Receivable Report
On the Dashboard, on the left hand side button bar, please click on Account Receivable button to download the account receivable (AR) report. To get the AR report till a particular date, please right button click on Account Receivable button and ...
Account Payable and Account Receivable
You can obtained real time report of Account Receivable and Account Payable by clicking on "Ledger" tab. Vendor invoices entered in Vendors modules as well as Payments made to vendors in Vendors modules are automatically imported into the ledger ...