Invoicing - Prepayments

Invoicing - Prepayments

Entering a Prepayment

Sometimes you may receive a check with a served document (e.g., a subpoena).  You can record a prepayment in the Financial section of the left-side panel.  To enter or edit a prepayment at the Delivery Setup stage, expand the Financial section and edit. 
(Hint: the PREPAID link opens the Financial section.)
How Prepayment Affects Invoicing:
Safari-Generated Invoices:  Any prepayment amount entered will show on the invoice as being deducted from the balance to be collected via the paywall.  The invoice shows the total fee, any prepayment, and the remaining balance.  (You can preview any invoice by selecting it, clicking save, and then opening the invoice in the Financial folder.) 
Example: You receive and enter a $50 prepayment and select an invoice amount of $175.  When you open the portal, Safari generates an invoice that shows the standard fee of $175, prepayment of $50, and balance due of $125.  When the issuer logs into the portal, they will be required to pay the balance owing.
Manual Invoices:  If you upload a manually created invoice, Safari generally works the same way.  The amount required at the paywall is the invoice amount you enter less any prepayment you enter.

Is there a question we haven't answered?  Please send it to us at support@safarilaw.com.

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