Assign Matter Level Credits
By default, when you receive a payment in ZenCase, the payment is applied to the client and will be available as client level credit until the payment has been allocated to an invoice.
Any available client level credit, also known as unallocated funds/payment, can be assigned directly to a matter as matter level credit.
How To Assign Matter Level Credit
Go to to the Payments list page
Filter payments list by "Unallocated" and/or "Partially Allocated"
Click "All Filters" button
In the "Allocation Status" select dropdown, then choose "Unallocated" and "Partially Allocated"
Click "Apply Filters" in the top right corner of the filters right panels
Under the Actions column, click "Assign Unallocated Funds To Matter"
Select "Matter" from dropdown
Click "Save"
You have now successfully assigned client level payment credit to a matter. In the Payments list, you will see any payment credits assigned to a matter in the "Matter With Unallocated Payment" column.
Note: Only one matter can be assigned payment credit at a time.
Perform Matter Level Credit Transfers
You can easily transfer matter level payment credit from one matter to another matter.
Go to the Credit Transfers page by clicking "Credit Transfers" from the left navigation
Click "Add New Credit Transfer"
Select "Client" from dropdown to filter down matters for a client
Select "From Matter" from dropdown
Select "To Matter" from dropdown
Select "Payment" from dropdown.
Note: The full payment credit amount will be transferred to another matter.
Enter credit transfer note
Click "Save"
You have now successfully transferred matter level credits from one matter to another matter. You will see all credit transfer transactions in the Credit Transfer list with who created the transfer, the payment amount, and credit transfer note.
Next, see how you can apply the matter level payment credit to a pre-bill.
Let us know if you have any questions!