Entering client payments is quick and easy in Centerbase. Here are four different ways to complete the task:
Entering a payment from any of the above methods will open the payment dialogue. Payments may be made at the client level, where the payment is applied across the bills from multiple matters of the same client. Payments may also be made at the matter level and broken across single or multiple bills for that single matter.
Centerbase manages payments (and credits) by creating a top-level payment record, then a payment distribution for each bill the payment is applied. In the below example, we are making a client level payment for Albert Fredericks of $1,000.00. We then distribute the payment across two bills creating two payment distributions. The top-level payment is for $1,000.00 and there are two associated payment distributions for $499.95 and $500.05.