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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Setting Up Split Billing in CaseFox
To set up split billing for a case in CaseFox, follow these steps: 1. Go to the Cases module. 2. Open the desired case by clicking on its name. 3. Navigate to Settings → Payers. 4. Add the payers and assign their respective percentage rates. Note: ...
Different Payer or Split A Bill/Invoice For Multiple Payers
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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 ...