Issuing a Credit to a Client-Matter with no open AR

• Updated April 14, 2025 17:53

If this amount is to be applied toward a future invoice, you can enter a CR through AR Manager and when the invoice is generated and posted, apply the credit to it.

OR

If this is an amount that the attorney wants applied to a previous bill, the payment that paid off the invoice on which this amount appeared will need to be reversed.  Enter and apply the credit; apply and post the payment. Because the payment will now be partially applied, the system will place the overage as an RDP on the Client-Matter which can be refunded to the Client using a "RDS" or used as a "RAP" and applied against a future invoice.