Article ID: 7834

Entry Will Result in an Overpayment

When you attempt to enter an overpayment, the Entry will result in an overpayment of... prompt appears. PCLaw considers any payment greater than the total amount outstanding for invoices that appear on the Invoices tab as an overpayment. PCLaw records an overpayment as a General Retainer. The following directions specify how to enter the overpayment as a General Retainer.

PCLaw Only Displays the OK Button

Take the following steps to enter an overpayment when the Entry will result in an overpayment of... prompt only provides an OK button:

  1. Click OK on the Entry will result in an overpayment of... prompt to return to the Receive Payment window.
  2. Click OK on the Receive Payment window.
  3. Click No on the There are still unallocated funds left. Would you like to pay other invoices for this matter/client? prompt.
    NOTE: This prompt can appear twice if the payment is for a client with multiple matters. Click Yes to return the Receive Payment window and PCLaw populates additional invoices automatically. If no invoices populate, you can enter the overpayment as a General Retainer by clicking OK again.
  4. Enter the matter number and explanation on the Overpayment Allocation window.
  5. Click OK to enter the overpayment as a General Retainer.

[Top]

PCLaw Displays Both Yes and No Buttons

Take the following steps to enter an overpayment when the Entry will result in an overpayment of... prompt gives you the option to click Yes or No:

  1. Click Yes on the Entry will result in an overpayment of... prompt to return to the Receive Payment window.
  2. Click No on the There are still unallocated funds left. Would you like to pay other invoices for this matter/client? prompt.
    NOTE: This prompt can appear twice if the payment is for a client with multiple matters. Click Yes to return the Receive Payment window and PCLaw populates additional invoices automatically. If no invoices populate, you can enter the overpayment as a General Retainer by clicking OK again.
  3. Enter the matter number and explanation on the Overpayment Allocation window.
  4. Click OK to enter the overpayment as a General Retainer.

[Top]