Changing a client receipt

To change a client receipt

  1. From the > Manage menu, click Client Receipts.
  2. Click the Existing tab.  
  3. To change the receipts that appear in the list, click (Change View) and make selections on the Change View window.
  4. Click the receipt you want to change, and click Edit .
  5. To show all unpaid invoices for the client, select the Show all invoices check box.
  6. You can change the method of payment if the receipt has not yet been cleared on the Bank Register window.
  7. Change the receipt ID, ABA number, attachments, and notes, as needed.
  8. If you increase the receipt amount, Ajera displays the difference as remaining. You can apply the amount to the invoice, or if that invoice is fully paid, you can select the Show all invoices check box and apply the additional amount to a different invoice, or you can enter it as a prepayment. When you are finished distributing the complete amount, you can save the receipt.

If you decrease the receipt amount, you must reapply it.

  1. Make changes in the table, as needed:

To

Do this

Unapply payment for entire invoice amount

Clear the Pay check box for the invoice.

Apply payment for entire invoice amount

Select the Pay check box for the invoice. To view all unpaid invoices, select the Show all invoices check box located above the table.

Change invoice payment amount

Change the amount in the Amount field to the right, as needed.

Change invoice payment amount, specifying labor, expense, or consultant
  1. Click the plus sign for the invoice.
  2. The distributions appear by Activity. To see the distributions by phase, select the Pay by phase check box above the table.
  3. Select or clear the Pay check box for a distribution, as needed.
  4. Change the amount to the right of a distribution, as needed.

Identify receipt as a prepayment to a client but not a project

Multi-company only. You can apply prepayments that are associated only with a project, not a client.
  1. On the Prepayments table, leave the Project field blank.
  2. Select the Pay check box on a blank row.
  3. Change or enter the amount of the prepayment, as needed.
  4. If needed, apply the prepayment amount on the Prepayments tab.

Identify receipt as a prepayment to a specific project

Multi-company only. You can apply prepayments that are associated only with a project.
  1. On the Prepayments table, enter the project on a blank row by beginning to type it or click to enter it.
  2. Select the Pay check box.
  3. Change or enter the amount of the prepayment, as needed.
  4. If needed, apply the prepayment amount on the Prepayments tab.
  1. Bill & Pay users: Editing a client receipt that originated in Bill & Pay will not update back to Bill & Pay. If you need to change the receipt distribution for the invoice payment, reissue the invoice in Client Invoices which will move the payment to prepayments and will update Bill & Pay.

Payments in Ajera that originate in Bill & Pay cannot be deleted.

  1. Click Save.