- To use funds from an overpayment to pay or partially pay another invoice.
- Web app
When an overpayment is applied to a bill, the overage amount will be added to the Operating account, allocated to the client's Matter.
- Locate the invoice you'd like to apply the funds to and click to view it
- Click the blue Record Payment button in the upper right
- From the Source dropdown box, choose the Operating account (Matter)
- In the Payment field, enter the amount of the payment
- Click the blue Record Payment button in the bottom left