Payments Module
The Payments module records money received on a matter and connects payment activity to fees, settlements, and accounting review.
When to Use Payments
Use a payment record when your firm receives funds that need to be tracked against a matter, settlement, invoice, or ledger balance.
Common examples:
- Settlement payments
- Client payments
- Reimbursements
- Offline payments recorded after check, cash, or credit-card processing
Recording a Payment
- Open the matter or accounting area where payments are managed.
- Click Add Payment.
- Confirm the payment type and amount.
- Add reference details such as check number or notes when needed.
- Save the payment.
When payment is started from a settlement or ledger balance, FluentCase may prefill the remaining amount due.
Payment Review
Review payments alongside time entries, expenses, settlements, and invoices so the matter financial picture stays consistent.
If a payment was entered incorrectly, follow your firm’s permissions and accounting policy before editing or deleting it.