Billing Q&A: Changing Payment Allocation

August 2020    Tags: , ,

A partial payment was received for a statement that had two attorneys’ time on it. I have been asked to allocate the payment to only one of the timekeepers. How can I accomplish this?

You can apply a specific amount to one or more timekeepers using the Edit Payment Allocation option in the Payment window. Keep in mind that you cannot allocate more than is due to a specific timekeeper.

To specify payment allocation

  1. From the File Menu, point to Open and select Payment.
  2. Select the desired Client ID.
  3. Enter the Amount of the payment and then click the  (Edit Payment Allocation) button.
    1. In the A/R Summary Allocation section in the upper-left pane, select Fees.
    2. At the bottom of the window, click the Clear All Allocations button.
    3. In the Apply column for the desired Timekeeper, enter the amount of the payment.
    4. Click Done.
  4. Press Ctrl+S.
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