Post Invoice Payments

  1. Click on Daily Activities

2. Select Invoice payments

3. A new form will open

4. Select Bank

5. Select Date

6. Select Payment Type

    7. Receipt number will automatically pop up

      8. Select Client/Matter

        9. Enter Received From

          10. Enter Payment description

            11. Enter Amount

              12. If you want to change the distribution, enter the appropriate amounts in the distribution fields for the payment.

                13. Click on Save

                  14. We can remove the saved transaction by clicking on “X”

                  15. You can save multiple payment transactions

                  16. Click on Post & Close to post the payments

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