CaseCloud Help

Introduction to Payments

Updated on

CaseCloud has introduced payments to streamline financial operations related to legal matters. The Payment object plays a critical role in managing and tracking financial transactions, as they may be related to your legal matters and invoices.  Payments represent a financial transaction made by an organization. It can be created as individual records within the Spend Management app. Each payment record captures essential details such as the payment amount, date, and associated legal matter.

Create a New Payment

  1. Payment Date - Enter the date the payment is made.
  2. Amount - Enter the total amount of the payment.
  3. Comments - Enter any additional comments to go with your payment.
  4. Matter - Enter the matter associated with the payment.

View an Existing Payment

  1. ID - This value will be auto-generated after saving the payment.
  2. Allocated Amount - This value will be automatically calculated from the payment allocations for this payment as the sum of all payment allocation amounts.
  3. Unallocated Amount - This value will be automatically calculated as the difference between the Amount and the Allocated Amount.
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