Edit a recorded manual bill payment
Note: You can edit all fields except the write-off and credit note. To apply a credit note or write-off, delete the payment first. You cannot change the amount on a trust request payment; return the funds instead.
Via the Bills subtab
- Go to Billing, or click the Bills subtab in a contact or matter.
- Click the bill ID to open the bill.
- Under the Payments subtab, click Edit next to the payment.
- Make your changes and click Edit payment.
Via the Transactions subtab
- Go to the contact or matter's Transactions subtab.
- Select the account where the funds were deposited.
- Find the payment transaction and click Edit.
- Make your changes and click Edit payment.
Delete a recorded manual bill payment
Important: You can delete a direct payment. You cannot delete a trust request payment. You will need to return the trust funds instead in Record Payments on Trust Requests.
- Go to Billing, or click the Bills subtab in a contact or matter.
- Click the bill ID to open the bill.
- Under the Payments subtab, click the down arrow next to Edit and select Delete.
- When the warning prompt appears, select Delete.