Receiving a payment to operating account

Click on 'Billing' on the left navigation bar:

Click on the invoice:

Click ‘Receive payment’: 

Or

You may also receive an invoice payment by clicking on the ellipsis menu next to the invoice under the ‘Billing’ page, then clicking ‘Receive payment’ 

Or 

You may also receive payment by clicking on the '+ New' button in the upper right corner, then

clicking ‘Receive payment’ 

Once you arrive at the invoice details screen, select 'to Operating account' from the top of the screen:

Choose contact and matter(s) from the pulldown to display unpaid invoices:

Click on the unpaid invoice(s) for which you want to receive payment and confirm payment details:

Choose a payment method from the drop-down:

Add any internal notes or attachments:

Agree to the terms and conditions by sliding the toggle switch to the "on" position:

Click ‘Submit & record’:

Enter the payment details and click 'Confirm':