Allocating Cash to a Matter Invoice

When a matter needs funds in order to perform a task, you can direct cash to the matter using LawMaster's allocation process. 

Allocation process:

You can allocate cash in relation to matter invoices (bills) in two ways: in bulk or per invoice. For bulk allocation, leave the invoice number field blank and LawMaster will allocate the balance of the receipt to all unpaid invoices for that matter, by the oldest invoice date first, until the allocation amount is exhausted. When the amount to allocate is less than the invoice amount, LawMaster first allocates the cash amount to interest and if there is an amount remaining, then allocates the amount over fees, disbursements, and GST on a pro-rata basis.

To allocate cash to a matter invoice:

1. Ensure that a receipt exists in a matter. This receipt shows that you have allocated funds from somewhere in the organisation to this matter. Follow the steps in the process in the Enter Cash Receipt Payment Details Knowledge Base article.
2. Next, you need to enter cash receipt allocation details. Follow the steps in the Enter Cash Receipt Allocation Details
   Knowledge Base article. However, in the Apply to Invoice field in the allocation details form, click the ellipsis to display the Unpaid Invoices for a Matter form and do one of the following:
   1. For bulk allocation, leave the field blank to allow LawMaster to allocate the cash to unpaid invoices. LawMaster allocates the to the oldest invoice first.
   2. For invoice-by-invoice allocation, select one or more invoices to allocate the cash.

If you only select one invoice, LawMaster displays an option to overwrite the process.