Client Posting

1. Select 'Accounts' and 'Client' 

2. In Matter Lookup search for and select the matter you want to post into

3. Select the Client and the Matter
   

4. Under the Posting section select 01 Office Pay Bill

 

1. Select which bill you want to pay by clicking on the bill

1. Once the bill is selected, go to the Payment Details page
2. Ensure the amount to be paid is filled out correctly - Insight will default to the total due on the bill, but this can be changed if you want to part pay a bill

1. Click the Pay Bill From dropdown and select an option
   1. 1. 1. Direct To Office - funds received straight into the Office Bank
         2. Transfer From Client - move funds from Client to Office whilst paying the bill
         3. Transfer From Another Matter - move funds from the Client side of another matter to the Office side of the matter whilst paying the bill
         4. Transfer From Nominal - transfer the balance from a nominal account to the side of this matter. As long as the Office bank is the same in both bank fields, there will be no impact on the office account

1. Check that the payment allocation is correct

   You can see how much is paid

2. The 'Full and Final' tick box tells Insight that you no longer wish to view this bill on any unpaid bills reports, and there are no more credit notes or payments against the bill
3. If you wish to leave the remaining part of the bill outstanding, leave this unticked

1. If you are posting a part payment, you may also want to check the cost allocation is correct

1. If everything is correct, click post, and this will post to the ledger