Unable to enter a negative amount on receive payment window

Tags: billing, Payments

Amicus Premium Billing is designed to accept a payment entry on an Amicus Attorney by CARET file without an outstanding invoice. This payment will be recorded as a General Retainer balance amount on the file.

The message states that Amicus Attorney by CARET does not permit a negative amount or minus amount entry towards General Retainer as it will result to a credit / negative balance.

_This action is not permitted because it would result in a negative General Retainer

Balance for File [AmicusfileName]. The File would have a -#.##(amount) in account General Bank Account as of [Day,Month,Day,Year]._

(Below is a sample image of an negative amount entry on a Receive Payment window.)

The Amicus Attorney by CARET user can make use of the General Retainer Refund feature in order to reduce and make adjustment on the General Retainer balance.

1

Open an File

2

Go to Billing Tab

3

Click on General Retainer

4

Select New > General Retainer Refund