How to enter a payment received for a scheduled flat fee invoice.
After you have posted the bill for the Matter with the scheduled flat fee and you need to accept the payment do the following:
- Go to Billing > Payments Received.
- Click Add.
- In the Matter Number drop down, enter the Matter number or select the Matter from the menu.
- Enter the payment amount in the Payment Amount box.
- You will see the payment listed in the area below this but you will not select the item, you will keep the No Invoice option selected.
- Enter a description.
- Select the Breakout tab.
- Verify the amount in the Scheduled Flat Fee box.
- Select the Fee Distribution tab.
- Verify the amount is distributed to the correct timekeeper.
- Click Done.
- Highlight the entry, verify the date you want to post this for and click Post.
You will be able to see the invoice date, invoice number and last date of payment for each scheduled flat fee payment made in the Pmt Schd tab in the Matter Maintenance for the Matter.