KCS - How to Record a Credit from an Overpayment On Another Bill

Objective:

  • To use funds from an overpayment to pay or partially pay another invoice.

Environment:

  • Web app

Additional Information:

When an overpayment is applied to a bill, the overage amount will be added to the Operating account, allocated to the client's Matter.

Procedure:

  1. Locate the invoice you'd like to apply the funds to and click to view it
  2. Click the blue Record Payment button in the upper right
  3. From the Source dropdown box, choose the Operating account (Matter)
  4. In the Payment field, enter the amount of the payment
  5. Click the blue Record Payment button in the bottom left

 

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