This article explains how to post a Client Cheque in Insight™ Legal.
The C2 Client Cheque posting type can be used when recording money paid into the client account by your clients, but can also be used to record monies paid out of the client account that do not relate to disbursements. For example, this posting can be used to record refunds back to the client at the end of a matter.
This posting can be used for receipts/payments that were not made by cheque, such as BACS or cash. |
When posting a receipt into the client account, you will need to ensure the entry is made as a credit, as shown below. If in doubt, you can check the New Client Balance figure shown in the bottom left corner.
When posting a transaction out of the client account, but not relating to a disbursement, you will need to post this entry as a debit. If you select the Debit option, you will then get the option to fill in the Payee field. This field is optional, but it is there as a way of adding more detail to the entry.