Different Payer or Split A Bill/Invoice For Multiple Payers

Modified on Fri, 26 May 2017 at 12:08 PM

A case/matter (or project) may be configured to have multiple payers 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.

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