Depending on your specific integration, the Receipts or Journals tab is where you go to manage what approved payments have or have not been posted to your matter management software. All firms have the option be set up for either automatic or manual Receipt entries depending on how you prefer to reconcile.
All of the payments in this view are approved. The status buckets only pertain to the posting status.
Pending = Any transactions that have not been posted or closed yet. (Note: General Sales, Quick Sales and Credits cannot be posted. You must mark them as Closed or Complete and manually update your matter management software).
Posted = Any transactions that have been successfully posted to your matter management software.
Closed or Complete = Once payments have been manually accounted for in your other systems, you can mark them as Closed or Complete to take them out of the Pending bucket.
Failed = An error occurred during posting. Please make sure to double check your matter management software as sometimes the posting is successful but the communication back to ClientPay fails due to timeout errors.
How to search:
- Select the date range. This parameter is based on transaction date.
- Select a status.
- Click Search to display your results.