Legalmaster Tutorial

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Legalmaster Tutorial

• Ridding a Matter
• of a Credit Balance

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Introduction

• So you have a matter with a credit balance.
• There are two ways you can make this happen.
• You billed negative fees or costs, thereby
  creating a negative invoice.
• Your client overpaid you, resulting in a
  unapplied payment.

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• This tutorial deals with the second situation
  viz, you created your credit balance by entering
  an overpayment.
• An overpayment results in a payment line on your
  ledger card with the word unappl in the column
  where an invoice number would otherwise appear.

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By unapplied, all we mean is that since the
client had no outstanding invoices, Legalmaster
is unable to assign the payment to an invoice.
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What you must do
1st click Transactions
2nd click Adjustment
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• Be sure youre entering an adjustment.

2. Identify your matter.
3. A grouping code is optional, useful if
you want to extract a report of all of
your refunds.

• Enter the amount as a positive number.

• Check the Non- applied box. This is very
  important. A non-applied adjustment offsets a
  non-applied payment.

Notice that Legalmaster displays the amount of
your unapplied overpayment.
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• Once you save and merge this adjustment,
  Legalmaster assigns it an invoice number by
  creating a billing transaction for a zero
  amount and associating your new adjustment with
  that billing.
• Now lets see what that does to the account
  status screen.

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Notice that your A/R balance is now zero, just as
you wanted, but the unapplied payment is still
unapplied.
Here are your adjustment and the billing that
Legalmaster created for you. Notice that they
share an invoice number.
Your final step is to apply the unapplied payment
to the new invoice you created. All you have to
do is click this button.
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Mission Accomplished!

• You have successfully applied the payment to the
  new invoice and the balance on your matter has
  been increased to zero.

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Thanks for Your Time

• Weve covered the basics. You may learn more
  about this issue
• on our website, www.legalmaster.com,
• on Legalmasters help screens
• or by calling us at [phone].
• We also welcome your suggestions regarding how we
  might improve this tutorial.