Client money 0:30
Record money held for a client.
Record a payment and distinguish money held for a client from a payment to the firm in Remora Dockets.
Recordings use the local demo edition. The hosted trial lasts 60 days. Use the player’s CC button for English or French captions. Every step is also written below.
Follow along in your office
- 01
Record a payment
Open Billing, then Payments in and press Record a payment. Search for and select the person who paid, then choose the file this payment belongs to.
- 02
Enter the receipt details
Check the date, enter the amount, and choose the method used. Add a payment reference when you have one.
- 03
Identify client money
Under This money is, choose Client money held on account. Use Payment to the firm for the firm’s payment instead.
- 04
Save and verify
Press Save. The payment list identifies the destination. Open Work, then People and the person’s record to review the client-account balance.
Choose the destination according to what the money is for. Recording a client-account receipt does not turn that money into the firm’s earned fees.