There are a a number of different ways you will be able to receipt the payment against a client invoice.
First you need to be sure of which account this will be receipted into, as payments using the Clients Trust funds use a different method than if receiving into one of the Business accounts.
The method used will also depend on system Roles and access - the book keeper will have full accounting access and for non-trust payments we would then recommend receipting via the Accounting invoice lists as the is much faster than opening each action in order to make payment. However, a legal assistant may only have access to do this via the Action.
Using Trust Funds to pay your invoice
...
Info |
---|
See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360001692687-Client-Receipts |