Recording Invoice Payments in Multiple Payer Cases

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 already done so, please go to the Cases (Projects) tab, select the case and under Edit Case tab on the right, enter different payers (except the one already entered as primary client). 

2. When entering payments, the system will ask you to select the name of payer making that payment and will keep track of payments from different payers automatically.

    • Related Articles

    • 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 ...

    • Smart Legal Billing Software With AI features for Firms That Use Multiple Payer Billing

      Smart Legal Billing for Firms with Multiple Payers Flexible Split Billing with Amount or Time-Based Options Law firms working with multiple funding sources or payers often struggle with traditional billing systems that can’t accommodate complex ...

    • 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) ...

    • Invoice in Local Language/ Translation : Create Invoices in Client's Preferred Language

      CaseFox offers automatic translations for the default PDF invoices. Under Client information, select "Invoice Language" in the dropdown. The system will automatically translate PDF invoices for the client according to the selected language. Please ...

    • How To Edit An Invoice

      An invoice can be edited simply by editing corresponding notes (time/expense entries) by going to "Cases (Projects)" -> selecting the case beloging to the invoice. Alternatively, the invoice may be deleted and recreated. After editing one or more ...