Viewing and Managing a Party's Billing Account
You can view and manage a party's billing account in the Case Billing section. Clicking on a party in the Accounts menu will display more detailed information and allow you to make any necessary adjustments to the account. This article will describe how to add a deposit to a party’s retainer balance or return overpaid or unused funds via a credit invoice.
Adding to a Retainer Balance
To add to the retainer balance, simply select “add retainer balance” in the action bar. Enter the retainer payment amount received from the party.
Creating a Credit Invoice
To return overpaid or unused funds select “create credit invoice” and fill in the required information:
- Case contact: the name of the individual whose name should appear on the credit invoice.
- Credit/retainer balances: only one of these needs to be provided; each amount cannot exceed the respective balance.
- Memo: notes you want to appear on the invoice that will be sent to the party.
Once you are ready to send the credit invoice, click Save. The invoice will be generated and emailed out to the individual responsible for billing to notify them that a reimbursement is forthcoming. You can arrange for the reimbursement as you normally would.
You can see a list of credit invoices when you select the Credit Invoices tab.