Payments

The Payments feature lets you easily track payments related to Expenses and Invoices. On the Payments page, you can manually log Payments by pressing “+ New Payment”. You can also make use of Clarra’s Public API or Zapier to integrate Clarra with third-party platforms, such as QuickBooks, FreshBooks, Sage, Juris, Elite 3E Billing, and Aderant. Once integrated, Payment Information is synchronized between Clarra and your chosen external accounting system.

You can use the Confido Payment Integration to include Payment Links in Invoices you send to your clients. Payments made via this integration automatically update Payment Statuses and Account Balances in Clarra and create Payment Records linked to Matters. Learn more about the Confido Payment Integration in our article here.

By default, Payments for the current month are displayed on the Payments page. You can edit this Date Range and add additional filters.

Before adding a Payment, be sure to create Accounts for the Payor and Payee.

Add a Payment Manually:

• Select the “Accounting” section on the left side of the screen
• Click the “Payments” tab
• Press “+ New Payment” on the right side of the screen

Payment Details

• Select the Payment Date
• Enter the Payment Number
• Choose the Payor Account
• Choose the Payee Account
• Select the Payment Method
• Indicate the Payment Status
• Select the Payment Type
• Enter the Payment Amount

Apply Payment To (optional)

• Choose to Apply this Payment to a:
  • Invoice, Expense, or Case
  • Select the Payment Amount
  • Include the Payment Link
• Enter a Reference
  • A field for internal reference use
• Enter the Transaction ID
• Enter the Check Number (if applicable)
• Write any relevant Notes
• Press “Save”