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Hi there,

Is there a way of recording payments on a matter.

For example, say you initiate legal action against a debtor for $50,000 and they pay $10,000 upfront then $1,000 per week, how do I record this in the matter so I can keep track of the balance?

Thanks
David

Hi @David L ,

 

Sure thing, it sounds like what you may need is Payment Plans.

Payment Plans are designed for exactly that - if you have $50k outstanding for your debtor, you could record the $10k they paid up front, and then can add a payment plan for $1k per month thereafter.

There’s more information how how it works, and how you can set it up here:

https://support.smokeball.com/hc/en-au/articles/6099425396759-Set-up-payment-plans

 

Does this look like it’ll solve your needs?

cheers

Sam

 

Hi Sam, thanks for the reply.

My version of Smokeball looks a little bit different than the one in the link you provider. And I don’t see a Payment Plans options in my Contacts (or anywhere on SB).

Also, I need to record payments from defendants in litigated or debt recovery mattes, not clients wanting to pay off their invoices.

Thanks

David

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