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How do I Add a Payment to an Invoice?

  • Updated November 30, 2023 19:47
There are multiple ways to add payments to client invoices in CARET Legal:
  1. Adding Payments as Retainers - If a client deposited funds for you to work and bill against, you can add the funds as a new retainer then apply the retainer individually or in batch.

  2. Adding a Direct Invoice Payment - If the client is submitting payment for a specific invoice or multiple invoices.

  3. Adding a Partial Payment - ​If a client is submitting some of their total balance you can record a partial payment.
 

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