Making a Client Fund Receipt from a Deposit Request
If a client is sent a Deposit Request, when the funds arrive you can receive this money using the original Deposit Request as a Template rather than re-entering each individual line. This will effectively create a new Client Fund Receipt based on the original Deposit Request.
This document is assuming the Deposit Request has already been created. For details on how to create a Deposit Request, see Request a Deposit.
1. Go to the Client Funds tab
Open the Matter, go to the Accounts tab, then Client Funds sub-tab
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2. View the Deposit Requests for this Matter
From the Client Funds tab, click the View Dep. Req. button.
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Deposit Requests for this Matter will display.
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3. Select the Deposit Request to Receipt
Highlight the Deposit Request you wish to base your Client Fund Receipt on, then click Receipt.
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4. Check and complete fields
Most fields will have pre-populated. There are some fields you need to populate
- Payment Type
- Payment Surcharge (if applicable)
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Also check the Receipt Total as well as the line amounts match what has been received from your client.
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5. Save and Close
Once all details are complete, click Save & Close.
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6. Close Deposit Requests
Once you have finished receipting Deposit Requests, click Close.
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The Client Fund Receipt will now appear in Client Fund tab.
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