Actionstep have upgraded their billing with our enhanced billing mode. If you system has not yet moved to Enhanced Billing mode then the information on this page will be useful. If you have however, please go to Receipts(Receiving Funds) to learn more.
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