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 tab. In the Payers section, click on "Add Payer" and select a payer from the list. If the payer does not exists in the list, please click on Add Client under the clients tab to create a client record for the second payer.
If this additional payer is going to be the only payer, enter 100 in pay percent box. If this pay percent is less than 100, name/address of the main client as well as this new payer will be listed on Word and PDF invoices. If this number is 100, only this payer will be listed on invoices.
If retainer/advance fee payments have been received from these payers, please click on the Accounts tab and enter the received amount for each of the payer using Add Fund button.
During recording a payment against an invoice, payment from trust funds can be made. System automatically keeps track of payments from different payers.
You can do your timekeeping agnostic to the case being a multi payer case. Invoices should also be generated as usual. Other than the setup steps described above, no special consideration is needed for multi-payer cases.
Related Articles
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 - 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 ...
Pre-Bill
CaseFox is designed to be simple and straight forward. CaseFox handles pre-billing differently to avoid repetitive actions and keep the interface simple. Generate invoicesas usual and use the first version as pre-bill. On the Dashboard, in the ...
Pre Bill
CaseFox is designed to be simple and straight forward. CaseFox handles pre-billing differently to avoid repetitive actions and keep the interface simple. Generate invoices as usual and use the first version as pre-bill. On the Dashboard, in the ...