In this article, we look at the steps to create an Office Credit.

To get started, navigate to Posting > Office > Office Credit.

1. Type in the client number in the Matter code section.

   

2. Next, input the amount that you've received.

3. Select the three dots to allocate the amount you've received against the disbursement or the invoice if there is one available, and click OK.

   

4. Type in a Reference.

   

5. Indicate in the Narrative section who you've received the amount from and who it was for.

   

6. Change the date if you need to, then click Post.

   

You have now created an office credit.

Please watch this video for demonstration: