How can I apply a client receipt to multiple matters?
Use the Receive Payment function on the Data Entry – General pull-down menu. 1. Type the client’s name in the From box. 2. Type the check amount in the Amount box. 3. Type an explanation in the Explanation box. In the allocation area, 4. Leave the Matter box empty. 5. Type or select the client nickname in the Client box. 6. Leave the Invoice box empty. 7. Type the amount of the check in the Amount box. 8. To control which invoices are paid, select Pay Invoices Manually. 9. Click OK. The Payment Allocation window appears, listing all invoices for the client, regardless of the matter. 10. Type the payment and/or interest amount beside each invoice you wish to pay. 11. When the total allocated equals the check amount, click OK. The General Bank Journal will show a receipt applied to multiple matters.
