Payments Tracking

Accessing the Payments Page

From the left sidebar, expand Financial and click Payments. The page shows a table of all recorded payments, sorted by most recent first.

Reading the Payments Table

The table contains eight columns:

• Date — the date the payment was received.
• Client — the client who made the payment.
• Invoice # — the linked invoice number; click to open the invoice detail.
• Amount — the payment amount in the firm's base currency.
• Method — how the payment was made: Cash, Bank Transfer, Check, Credit Card, or Online.
• Classification — whether the payment covers Fees (legal fees) or Expenses (disbursements).
• Receipt # — the receipt or transaction reference number.
• Notes — any additional notes about the payment.

Recording a New Payment

Click Record Payment at the top-right. The form contains:

1. Select Invoice — start typing the invoice number or client name; the dropdown shows matching open invoices with their outstanding balance.
2. Amount — the amount received (can be partial; the invoice outstanding balance updates automatically).
3. Payment Date — the date funds were received (defaults to today).
4. Method — select the payment method from the dropdown.
5. Classification — select Fees or Expenses.
6. Receipt Number — enter the bank reference, check number, or internal receipt ID.
7. Notes — optional free-text field for context (e.g. "partial payment — balance due by 30th").

Click Save Payment. The linked invoice status updates automatically to Partially Paid or Paid depending on the remaining balance.

Filtering Payments

Use the three filters above the table: Date Range (from/to date pickers), Method (select a payment method), and Client (searchable dropdown). Combine filters to generate targeted payment reports.