How to enter client bill payment

Client bill payment feature is used to show the payments received from the clients for the services rendered


  1. Click on Clients and Matters and select New Transaction > Enter Bill Payments.
  2. Select the General Bank Account.
  3. Select or enter the transaction date.
  4. Select the payment type. If the payment type is set to add the transaction to the deposit, the Add to Deposit checkbox will be checked.
  5. Enter the receipt number. If you have automatic receipt numbering enabled in Global Settings press enter to automatically enter a receipt number.
  6. Select the client/matter number.
  7. Enter Received From or leave it as is if you want to default to the client name.
  8. Enter a memo or description for the transaction.
  9. Enter the total amount of the payment.
  10. If you want to change the distribution, enter the appropriate amounts in the distribution fields for the payment.
  11. Click on Save.
  12. You can continue to repeat the above steps to enter multiple transactions as long as they are in the same month.
  13. When you are finished entering transaction, click Post and Close.


  • Payment types can be configured under Lists > Payment Types.
  • When entering an amount, if you enter an amount matches the total of an existing bill it will automatically fill in that distribution line.
  • If you want to print a copy of the receipt select Print on Save before saving the transaction.
  • You can adjust the fee allocation on a receipt or payment in the Fee Allocation column.