Payments
The Payments module is the centralized and critical hub for managing all financial transactions related to your firm's invoices. This feature ensures meticulous record-keeping by allowing you to process client payments, manage refunds, and accurately track the flow of funds against both billed invoices and requests.
The primary Payments screen is where you execute key financial actions, such as Recording a Payment or Issuing a Refund. This module provides a comprehensive, auditable ledger of all transactions, enabling you to review, filter, and manage these records efficiently to maintain accurate financial health for your matters and your firm.
To maximize your understanding and efficient use of the Payments module, we recommend reviewing the following guides in sequence:
You can start with:
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Understanding Payments Module: Explore the structure of the Payments window, its main elements, and how to navigate and manage payments and refunds from a central workspace.
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Getting Started with Payments: Learn the step-by-step process for recording payments against single or multiple bills and requests, including how to handle deposits.
Understanding Payments module
Through this guide, you will learn the basic concepts of the Payments window, an explanation of its main elements and what actions you can perform from this window. Table of contents Composition of the Payments window Structure of the Payment/Refund table Composition of the Payments window To access the Payments window, simply click the Payments…
maatdeskadminGetting started with Payments
In this tutorial, you will learn how to manage Payments for any type of invoice. Before you start reading, consider the following items: Payment management is similar for bills and requests, the particularities of each case are explained when necessary. Invoices, in general terms, refer to both types (bills and requests). Table of contents Recording…
Getting a Payment or Refund receipt
Once a payment or refund is created, Maatdesk allows you to obtain PDF or email receipts for those items as proof that they have been made. The ways you can get a receipt for payment or refund are: For single or multiple invoices First, go to where the payment or refund is: Payments window. Payments…
Issuing a Refund
Since a refund is the option to return money to the client, Maatdesk makes this action easy and hassle-free. In this tutorial, you will learn the basics of working with Refunds. During this tutorial, invoices generally refer to both types (bills and requests). Table of contents Issuing a Refund For single or multiple invoices For…