Enter receipts

Enter receipts when clients submit payments on their accounts.

Choose Time & Billing > Receipts & Adjustments > Receipts tab to enter receipts.

  • Choose a control date and a date for the receipts.
  • For each transaction, choose a client, payment type, and amount.
  • If needed, choose a bank account, enter a reference number, and/or enter comments.

Receipts appear in the list to the right when they fall within the currently selected date range. Available date ranges include Today, Week, Two Weeks, Month, Control Date, and Custom Date Range. Control Date and Custom Date Range require you to choose the date or dates you want to view. Daily totals appear in the summary row for each day.

When you enter a receipt for a child client in a billing group, the receipt amount can be applied to invoices created for any client in the billing group.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

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