See attached, as you can see the invoice totals make no sense. In this case there was a 5500.00 retainer so there should have been no amount due.
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Rick, i took a peak at your settings for this case and it was not set to deduct expenses from the retainer. Here's the skinny on that.
Issue: CaseWorks is not deducting expenses from retainers.
Summary: CaseWorks can deduct expenses from retainers, however, the case profile must provide that instructions. There are three locations that concern this very topic. They are at the system level, Client level and case level.
CaseWorks allows you to establish how generically how to work with retainers and expenses. This is at the system level
When a new client is added to CaseWorks the client defaults will adopt the system default and establish default setting for this client. You can override this by adjusting the information at the client level. Under the clients’ profile. Or when your adding the new case, you can adjust it at that moment. If you decide to change later, you can, by adjusting the clients default in the client’s screen ( Note: go to client listing choose the client and hit the edit button)
When CaseWorks does your invoices, it will look to case profile to determine how to handle expenses and retainers. When you add a new case, the case will adopt the clients default settings. You can over ride these instruction by adjusting the case profile.
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Thanks, Roy, I must have changed the system-wide setting unknowingly at some point because never had this issue before. Appreciate the heads up.
Rick... You are welcome and good question!