Quick Tip: Apply Payments to Multiple Matters

December 2015    Tags: Clients, Payments, Tabs3 Billing

When you have a client with multiple matters, what do you do when the client sends in a single check to cover all matters? You could get out the calculator to determine how much should go to each matter, and then enter multiple payment records, or you could let Tabs3 Billing do this for you.

When entering a payment for multiple matters, simply enter the payment for one of the matters and then click the (Apply Payment to Multiple Matters) button to open the Payment Amounts for Multiple Matters window. Here, you can either enter each Client ID and the corresponding amount of the matter’s Payment, or you can click the Apply Proportionately button to divide the payment amount between all matters shown proportionately based on the amount due.