Record a payment to an invoice

Learn how to automate payments in triConvey and manually add payments to invoices.

Table of Contents

• Manually adding a payment to an invoice

  • Add payment from the Invoice
  • Add payments from the Matter
  • Add payments from the Invoices tab
• Completing payment information
• Adding payments to multiple matters
• Automating payments with Stripe
• Generate an Invoice Payment Detail/Office Receipt

Manually adding a payment to an invoice

You can add payments to invoices from the Invoice, the Matter or the Invoices section in the triConvey Companion Site web app.

Add payment from the Invoice

1.    When viewing an invoice select Add Payment.

Add payments from the Matter

1.    Open the Matter and select the Invoices tab.

2.    Click Add Payment to enter payment details.

Add payments from the Invoices tab

1.    Select the Invoices tab from the left menu.

2.    Select Add Payment.

Completing payment information

1.    Select the Add Payment button.

Tip:  A new window appears for completing payment information.

2.    Make sure to enter the correct Payment Date and Payment Type. 

Tip:  Entering incorrect information may affect your ability to reconcile the trust account properly.

Adding payments to multiple matters

You can also pay multiple invoices for the same debtor over multiple matters.

1.    Select Add Payment.

2.    Select Client/Debtor option to apply a payment to multiple matters.

3.    Enter the client/debtor's name.

4.    You can then split the payment across multiple matters. Refer to the invoice number (next to the Date Due column) to ensure proper payment allocation.

Automating payments with Stripe

Stripe payments make it easy for clients to pay from any device, anywhere. The feature allows you to free up time chasing payments by automating invoices.

1.    After creating an invoice, a Pay Now button appears in your client’s inbox.

2.    Your client clicks either:

1. the Pay Now button in their email; or
2. the Pay Now button on the PDF invoice alongside a QR code.

 Both options direct the client to Stripe payments

3.    Your client clicks the Pay Now button, or scans the QR code, on the PDF invoice.

4.    When the client makes a Stripe payment, it is recorded against the triConvey invoice.

Learn more about setting up Stripe payments for your firm.

Generate an Invoice Payment Detail/Office Receipt

Once an invoice is paid, you can provide a receipt. 

1.    Open the invoice. 

2.    Select Payment Detail to generate a payment receipt for that invoice. 

3.    The Invoice Payment Details will appear in a new tab. This summary will show all payments applied to the invoice.