If a client remits a payment via check, the payment needs to be deleted.
Direct Payments to invoices
Checks submitted as an invoice payment need to be deleted from the invoice in order to open the AR balance back up. Payments can be deleted from the invoice edit screen by clicking on the trash can icon under the payments bar, or from the Matter Payments Tab.
If you want the transaction to still show on your register, you will need to add it back as a General Deposit. Then, make an adjusting journal entry for the same date as the deposit to bring the balance back down to $0.00.
Retainer Payments
Operating Retainers
When an operating retainer is created, it will show as a debit to the operating account and a credit to the Retainer Liability Account. (Operating retainers can be directed to the Retainer Asset account based on your Firm Settings).
You can delete the operating retainer, or you can use Refund Operating Retainer. Refunding the retainer would work the same way a journal entry would, cancelling out the payment.
Trust Retainer
A trust retainer can also be deleted, but if you want a record of it on your register you would zero out the account by creating trust check for the amount deposited.