How do I process a direct to client payment?

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Our software would categorize these types of payments as Client Payments.

To add this as an option to a debtor’s account, first navigate to their Financials tab. Then click on the Trans. Descriptions sub-tab at the top right of the screen.

Here you will find a list of your current transaction descriptions. You’ll need to add a new one on the right side. You can name it whatever you’d like, but in the “Type” drop down box make sure to select the option for “Client Payment.

After this is saved, you can go back to the Financials > Transactions tab and post the payment received by the client using this new description.

If you and your client have a commission rate set up pertaining to incoming payments, you can then run Reports > Quick Reports > Client Trust Report 1. This will show the amount your agency owes the client and what the client owes your agency.


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