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Payment Allocation of Trust Payments

  • 19 September 2023
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Hi!  We just completed our first set of invoices in Smokeball. We are integrated with Quickbooks.  We applied trust payments before finalizing the invoices, so that payment of funds from trust was reflected on the invoice.  For invoices with only a partial payment from trust, the corresponding bank register entry in Quickbooks did a split allocation between attorney fees and reimbursed office expenses.  It looks like it is using some unknown percentage basis for the split.  Is there a way to set the allocation to pay all reimbursed office expenses first and then apply payments to fees?  I looked everywhere I could think of in Smokeball but can’t find any allocations options.  Thanks!

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Best answer by emily142 19 September 2023, 18:24

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Userlevel 4

Hey there! Partial payments for an invoice are applied pro-rata across fees and expenses. If you needed to pay expenses in full first prior to paying the fees on an invoice, you could create 2 separate invoices, one containing only fees and one containing only expenses. This is your workaround for now.

 

You should definitely submit a feature suggestion though! 

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