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Select a NetClient CS invoice as paid

When an invoice is sent fromPractice CS to a NetClient CS portal, it shows in the Open tab of My Invoices. One the invoice is marked as paid, it's moved to the Paid tab.

Mark as paid

A NetClient CS invoice can be marked as paid one of 3 ways.
1. By accepting the integrated receipt that is created when the client pays the invoice through the NetClient portal.
When the client pays the invoice through NetClient, a receipt is automatically created in the Integrated Receipts tab of the Receipt & Adjustment Entry screen. When the receipt is accepted, the invoice is automatically marked as paid in NetClient CS. 
To accept the receipt:
  1. In Practice CS, select
    Actions
     then
    Receipt & Adjustment Entry
    .
  2. Select the Integrated Receipts tab.
  3. Select a control date using the
    Apply receipts to Control Date
     dropdown.
  4. If applicable, select a bank account using the
    Assign receipts to Bank Account
     dropdown.
  5. Put a checkmark next to the receipt and select
    Accept Selected
    .
2. By creating a receipt, applying it to the NetClient invoice, and marking it as paid.
If the client pays the invoice using a method other than via the NetClient portal (via a mailed check, for example) or if you want to apply a credit memo or write-off to the invoice, you'll need to manually enter a receipt or adjustment entry in Practice CS. When you apply the receipt or adjustment to the invoice, you can right-click the invoice in the Applied Amounts window and select
Mark as paid in NetClient CS
.
To manually create a receipt or adjustment entry and select the invoice as paid:
  1. In Practice CS, select
    Actions
     then
    Receipt & Adjustment Entry
    .
  2. Select the Receipt tab or the Adjustment tab and create a new entry to be applied to the invoice.
  3. Open the Applied Amounts window using the ellipsis between the Amount and Applied Amount columns.
  4. Find the NetClient invoice in the list of invoices and enter the amount you want to apply in the Applied Amount column.
  5. Right-click the invoice and select
    Mark as paid in NetClient CS
    .
3. By marking the NetClient invoice as paid in Billing
You can select the invoice as paid in the Review tab of the Billing screen.
To mark the NetClient invoice as paid in the Billing screen:
  1. In Practice CS, select
    Actions
     then
    Billing
    .
  2. Select the Review tab.
  3. Find the NetClient invoice. If your firm uses approval and posting for billing, unmark
    Unapproved only
     and
    Unposted only
     in the upper-right corner of the screen.
  4. Put a checkmark next to the NetClient invoice, then right-click it and select
    Mark as paid in NetClient CS
    .

Mark as unpaid

If a NetClient CS invoice was mistakenly marked as paid or you want to move it back to the Open tab for any reason, go to either the Billing Review tab or the Applied Amounts window in Receipt & Adjustment Entry, right-click the invoice and select
Mark as unpaid in NetClient CS
. For step-by-step instructions, refer to option 2 or 3 earlier but select
Mark as unpaid in NetClient CS
 instead of
Mark as paid in NetClient CS
.

Remove from NetClient CS

To remove an invoice from NetClient CS, go to either the Billing Review tab or the Applied Amounts window in Receipt & Adjustment Entry, right-click the invoice and select
Remove from NetClient CS
.

This article applies to:

  • Product: Practice CS
  • Subject: Integration