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We have had a client pay $5,000.00 towards an outstanding invoice, we have barristers fee slips outstanding on this invoice and we paid one fee slip in full and part of another fee slip but there is nowhere that we can record a part payment of an anticipated disbursement.   Its either fully paid or not?  I have made a note in the ‘memo’ but that could easily be missed and the full fee slip paid at a future date.  Any suggestions?

Hi ​@Brigby,

Thank you for reaching out! I see that you also submitted a support ticket and spoke with James, who shared that partial payments for anticipated disbursements aren't currently available.

Please let us know if there's anything else we can assist with!

While it doesn’t solve the issue, having a more ‘in-your-face’ note for a client in the billing portal would be super helpful.  Hence this thread suggesting such a thing.  Looks like it would be an easier upgrade.

 

 

Agree - if we could at least tag the memo so that it was obvious when you opened the file.   I am sure others have surely had this same issue?  We also have some clients that get discounts and the only way I can record this by memo too.  

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