Billing Q&A: Apply Payment to Multiple Matters

January 2019    Tags: , , ,

When I receive a single payment to apply toward multiple matters for a client, is there an easy way to apply it to each of the matters all at once?

Tabs3 can apply payments to multiple matters that have an accounts receivable balance, provided they are for the same client. This feature has been enhanced in Version 19 so that you can apply payments to specific statements for multiple matters!

To apply a payment to multiple matters

  1. From the File menu, point to Open and then select Payment.
  2. In the Client ID field, select one of the matters with a due amount.
  3. Enter the Amount of the payment.
  4. Click the pymt_multiple (Apply Payment to Multiple Matters) button. In the Payment Amounts for Multiple Matters window, each statement for which an amount is owed for any of the client’s matters is shown.
    1. If the payment entered is enough to pay all of the statements, then the amount is automatically shown in the Apply column.
    2. If the payment entered is not enough to pay all of the statements, then you have three options:
      1. Click the Apply by Date button to pay the oldest statement first. The amounts are shown in the Apply column.
      2. Click the Apply Proportionately button to apply a portion of the payment toward each statement proportionately. The amounts are shown in the Apply column.
      3. Enter the desired amount you want to apply toward one or more statements in the Apply column.
  5. Once the payment has been allocated as desired, click the Finalize button.
  6. When prompted to create payments for the matters, click Yes.

For more information on this feature, refer to the Payment Amounts for Multiple Matters topic in the Help Files.

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