Once they click the green Continue button they will be taken to the next window where they enter their payment information: They will be able to review the amount, and enter their first and last name.
When your client clicks on the blue Pay Now button - a window will open for them to complete their payment. Your end client will receive the following email request to pay. The Window will open:Ĭomplete all of the required fields for the request - including the Bank Account you would like the funds to be deposited into, then click the green Send button. To create a request click on the green Request Payment button. At the Client & Project level the Request Payment button can be found on the Payment sub-tab.
To access Payment Requests at the System level - click on Payments in the top navigation bar, then the Payment Requests sub-tab. The ability to request retainers or advanced fees can be found at the System level, Client level and Project level. These payments will be tied to the Client and Matter selected and can be easily applied to pay off any future invoices. You can even select the account you would like to receive the payment into - your Operating or Trust account. With Bill4time Payments - our new retainers or advanced fee requests can be utilized to request funds from your client without having to send an invoice. Please click below to watch our step-by-step video tutorial of the payments workflow.REQUESTING RETAINERS OR ADVANCED FEES WITH BILL4TIME PAYMENTS
The Amount filled will default to the amount of the payment however you can change the amount if you want the amount to be lower than the payment.In the payment pull-down menu, choose the payment that was previously added to the system.Once the Invoiced is opened, click on the Payments tab.Click on the desired invoice you wish to open (if you cannot find it, click on the Find Invoice button and search by invoice number or client).Under the Unpaid Invoices section, check the box next to each invoice you wish to apply funds towards.ĪPPLYING AN EXISTING PAYMENT WITHIN A SPECIFIC INVOICE.Once the Payment window is opened, click on the Edit button.Click on the payment you wish to edit (if a payment doesn't have a green checkmark next to it, then the payment still has funds left to be applied to Invoices).The payment will now be added to the client's accounting and applied to the invoices you selected.ĪPPLYING AN EXISTING PAYMENT WITHIN THE CLIENT'S ACCOUNTING When you are done, click the Save button.Repeat Step 4 for as many invoices as desired or until the funds have been fully applied.By applying payments to Invoices, this will mark and Invoices as Paid in the system. Place a check the box next to each invoice you wish to apply the payment to.Enter your Client, Project, Amount, Date, Payment Method, and any notes.RECIEVE/APPLY NEW PAYMENTS FROM THE ACCOUNTING TAB Would you prefer to watch a video tutorial on this topic instead? If so, you'll find one linked at the bottom of this article!.Thankfully, we've made receiving and applying payments faster and easier, by giving users the option to do this from several different places within the system! Please keep reading for more information. The practice of receiving/applying payments to your clients' invoices is crucial to ensuring proper account balances and maintaining correct data in your accounting reports.
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