Giving Fee Payment Credit to An Attorney not on Invoice - Change Allocation on Invoice

On an Invoice created in Orion, the working attorney total is stored on the record in accounts receivable. In order to make a payment against an Invoice you must prorate the payment across attorneys who actually worked on the Invoice and have a fee entry assigned to them. If you want, you may right click and do a detail apply against one particular attorney; however, this also must be done on an attorney who was actually on the Invoice.

In order to adjust the working attorney on the Invoice, you would need to:

1.  Unpost and void the Invoice

2.  Correct or add the proper fee entries with the right attorney

3.  Recreate the Invoice (note in this case you will have a new Invoice #).

You could potentially create a new fee entry with this attorney and create a new Invoice for only this fee entry if it was an entry that got "left off" and needs to be added and the client does not need to actually see this attorney on the Invoice you already issued.  You would need to make sure this was appropriate prior to doing it because you do not want to overstate the hours worked on the Invoice by mistake. It may require unposting and voiding the Invoice to accomplish what you want to do in most cases.

It may be possible to post a credit against a particular attorney directly into the GL if you have divided your GL by attorney; however, this is unusual and outside the scope of this article. Furthermore, such a method would not appear on detail Client-Matter reports run out of Time and Billing and would not be the recommended way to accomplish this because you would have fee payments that are not associated with and are not reducing particular invoice balances, and your payment application analysis report would not match your GL Fee Income.