If a client will be paying invoices in installments or pays one large amount for multiple invoices, you may need to apply a partial payment.
- Select Apply Direct Payment under the Billing & Accounting section in the Quick Add menu.
- Navigate to the Accounting section and click + in the action bar and select Apply Direct Payment under the Payments section.
- The Apply Payment to Invoices modal displays.
- Complete the required fields indicated with a purple bar in the top section.
- The Invoices appear in the bottom section for the Client and Matter selected.
- Check off the invoice(s) you would like to apply the payment to and change the Amount to Pay for the partial payment.
- Click one of the options to Apply the partial payments.
Apply & New - To apply the payments and open up a blank modal.
Apply & Print - To apply the payments and print a record.
Apply & Close - To apply the payments and return to the Accounting section.