On the main menu, click on Cases. This will bring you to the page with all your clients.
Once you have found the case you would like to record a manual payment for, click on the name of the applicant to view the case details.
This will bring you to the case page. Along the top of the page, you will find the navigation bar and click on the Billing tab. This will bring you to the Billing Manager page.
Once the Billing tab is opened, another navigation bar is displayed, click the Payments tab.
To start with manually adding a payment record, click Add Payment.
Select the appropriate invoice (you can follow this link to learn more about how to create invoices), the amount the client has paid, and other required fields.
Ensure that you save once the data has been filled by clicking Save.
Once the manual payment entry is added, you will see the payment record you made.
You may also generate a receipt once an invoice has been fully paid. To do this, go to Billing > Invoice > Actions > Generate Receipt.
💡 You can send the receipt to the client with the Shareable Link. Preview email displays what the client would see.
Fill in additional information you may need and click Save.
You will then be prompted to finalize, edit, preview the receipt, or send the receipt to your client.
The receipt will appear in the Receipts tab of your client case.
