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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

 

Receiving Invoice Payment (non-Trust Accounting)

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