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
![](https://media.screensteps.com/image_assets/assets/002/784/404/original/6d88d4fa-adf9-438c-b1ad-8f0b6bef0407.png)
2. View the Deposit Requests for this Matter
From the Client Funds tab, click the View Dep. Req. button.
![](https://media.screensteps.com/image_assets/assets/002/784/392/original/30325c60-c2dc-49a4-9312-1e0fc923f4f4.png)
Deposit Requests for this Matter will display.
![](https://media.screensteps.com/image_assets/assets/002/784/406/original/8fb9f33c-a7d3-4326-8627-70f3ef1b54c7.png)
3. Select the Deposit Request to Receipt
Highlight the Deposit Request you wish to base your Client Fund Receipt on, then click Receipt.
![](https://media.screensteps.com/image_assets/assets/002/784/394/original/c3346ee8-b1d7-4ecd-825e-890abc7b5b1a.png)
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)
![](https://media.screensteps.com/image_assets/assets/002/784/400/original/3c8e9aa4-58ea-44d4-bba5-c89573671f1e.png)
Also check the Receipt Total as well as the line amounts match what has been received from your client.
![](https://media.screensteps.com/image_assets/assets/002/784/408/original/5547dd54-caef-4477-b85f-a36ad7cb7fc8.png)
5. Save and Close
Once all details are complete, click Save & Close.
![](https://media.screensteps.com/image_assets/assets/002/784/398/original/8af6b8a3-a375-4c9e-8cc8-857d04b1a35f.png)
6. Close Deposit Requests
Once you have finished receipting Deposit Requests, click Close.
![](https://media.screensteps.com/image_assets/assets/002/784/402/original/14e92f9e-f90b-4f18-8473-c5f640f7f847.png)
The Client Fund Receipt will now appear in Client Fund tab.
![](https://media.screensteps.com/image_assets/assets/002/784/396/original/23268bfc-5671-40ef-8ec5-c52054f1bc75.png)