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View And Allocate A Payment
View And Allocate A Payment

How To View And Allocate A Payment For An Invoice In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

Overview

You must first create a payment in ZenCase before you can allocate the payment. At the time you create a payment, you have the option to auto-allocate payment. However, if you have already created a payment without auto-allocation, you can easily allocate the payment afterwards.

How To View Allocations For A Payment

You can view, edit, or clear allocations for a payment easily from the payment allocations page.

  • Go to the Payments list page from left navigation bar

  • Search or filter payments

  • Click the "..." three dots icon from the Actions column for a payment

  • Click "View Allocations"

  • You will be redirected to the payment allocations page

  • You can view a summary of the total amount allocated and unallocated for the payment

  • Click the "Allocated" tab to view already allocated invoices

  • From the Actions Column, click:

    • Eye icon to view allocation breakdown by charge line items

    • Pencil icon to enter a specific amount to allocate and specify allocation by expenses first or fees first

    • Trash can icon to clear payment allocations

  • If you've cleared allocations on an invoice, the invoice will automatically move to the "Unallocated" tab

You should see your changes updated in the table and the top summary amounts update as well. You may need to refresh the page to view updates.

You have the option to select multiple invoices and clear allocations in bulk by checking all invoices, click "Bulk Actions", and select "Clear Allocation".

How To Allocate A Payment

You can also auto allocate payment if you haven't already.

  • Go to the Payments list page from left navigation bar

  • Search or filter payments

  • Click the "..." three dots icon from the Actions column for a payment

  • Click "View Allocations"

  • You will be redirected to the payment allocations page

  • You can view a summary of the total amount allocated and unallocated for the payment

  • Click the "Unallocated" tab to view unallocated invoices

  • From the Actions Column, click:

    • Pencil icon to enter a specific amount to allocate and specify allocation by expenses first or fees first

    • Dollar box icon to auto-allocate payment

      • Note: Allocation rules are defined in Firm Settings by your firm administrator. Allocations are either by expenses first or fees first.

  • Once you've allocated an invoice, the invoice will automatically move to the "Allocated" tab

You should see your changes updated in the table and the top summary amounts update as well. You may need to refresh the page to view updates.

You have the option to select multiple invoices and auto-allocate in bulk by checking all invoices, click "Bulk Actions", and select "Auto-Allocate".

If you have any questions, please feel free to contact us.

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