Why can’t I allocate funds to my invoice?
Law App allows partial allocation when a client pays less than what’s outstanding. If the payment exceeds the outstanding balance, the excess is trust money and must be handled separately.
Law App allows partial allocation when a client pays less than what’s outstanding. If the payment exceeds the outstanding balance, the excess is trust money and must be handled separately.
How to record client overpayments, disbursement refunds and credit notes in Law App, so refunds are handled correctly and your accounts stay reconciled.
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