Unless your company imports the payments into CSI software as reference material from your bank or uses a two-way integration, we recommend registering and adjusting payments always via their invoices. The only exceptions are overpayments, for which you also need to make a posting. Overpayments are best registered in the Payments folder of the Financial Management area, as the adjustment to the invoice and the posting for the surplus amount can then be made at the same time.

You can register payments via invoices in the Financial Management area and in the matter and customer windows. The easiest way to find an invoice is via the Financial Management > Invoices folder where you can search for an invoice using the invoice number, reference number or payer’s name.

In the Open invoices view you can search for invoices e.g., based on the amount in the Open column:

Choose the invoice you were looking for and Adjust Payment on the ribbon to open the payment window.

When a payment registration is started via an invoice, the payment window automatically picks the following information from the invoice:

• Payment Amount: the open amount of the invoice
  • If the actual payment amount does not match the amount in the field, it can be changed.
• The account information
  • If your office has several bank accounts for the customer to choose from, make sure that you pick the one to which the payment has been made.
• Payer
  • NOTE! If the payer of the invoice is not the same person/company that the invoice is addressed to, remember to make the change here. E.g., in legal insurance cases you may have to change the insurance company as a payer.

The Message and Description fields are for internal notes regarding the payment. In the message field, you can add e.g., a reference used by the payer. The description field can be used to add instructions for adjusting the payment.

When the necessary changes in the payment have been made, save it. If the customer has paid their invoice in full, the invoice status will change to “paid”.

If a payment reminder has been sent out for the invoice, the payment window will also show how the payment is adjusted to the invoice capital, reminder fees and delay interest. How the payment is split across these three can be seen while the payment is being registered. When it’s been saved and the window is closed, the split is no longer visible in the basic information of the payment. To view the information again, open the payment and choose the Adjustments folder.