How do I show a client their full outstanding balance Provide clients with their full outstanding balance by generating a Debtor Statement. It shows current charges, unpaid invoices, and the total due across all files.
Why does Law App separate receipting and allocation Law App separates receipting from allocation to maintain compliance and flexibility. Learn how receipting records money in the bank, while allocation applies it to invoices.
Number Sequencer — How Automatic Reference Numbers Work in Law App Understand how Law App automatically generates reference numbers for payments, receipts, invoices and other transactions, and how to customise them in the Number Sequencer settings.