CaseCloud Help

Payment Allocations Overview

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CaseCloud has introduced payments to streamline financial operations related to legal matters. The payment allocation object plays a critical role in managing and tracking financial transactions, as they may be related to your legal matters and invoices.  Payment allocations are created to associate portions of a payment with specific invoices. This allows for detailed tracking and management of how payments are distributed across multiple invoices.

Create a New Payment Allocation

  1. ID - This value will be auto-generated after saving the payment.
  2. Matter - Select the matter associated with the payment allocation.
  3. Payment - Select the payment associated with the payment allocation.
  4. Invoice - Select the invoice to which the payment is being allocated.
  5. Type - Select the type to categorize the payment allocation.
  6. Description - Enter a short description of the payment allocation.
  7. Allocation Date - Enter the payment allocation date.
  8. Payment Method - Select a payment allocation method.
  9. Amount - Enter the amount allocated for the invoice.

View an Existing Payment Allocation

  1. Payment Allocation - A distribution in percentage of the Payment Amount for this Payment Allocation.
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