Multiple Reciepts

Updated March 26, 2026

This guide provides a comprehensive walkthrough for efficiently managing multiple receipts within the LawAccounting/CaseQube system. It simplifies the process of creating and recording payments, ensuring users can easily navigate through the necessary steps to input data accurately. By following this guide, users can streamline their revenue management tasks, save time, and reduce errors, making it an essential resource for anyone involved in financial operations within the platform.


1. Step 1: Initiate Multiple Receipts Payment Screen

  1. Log In
    • Access LawAccounting/CaseQube using your secured credentials.
  2. Navigate to Law Accounting App
    • Using the App launcher (nine-dot icon), open the Law Accounting
  3. Open the Multiple Receipt Screen
    • Click More
    • Click the Multiple Receipt Tab

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2. Step 2: Option 1-Create Records

  • Click Create Records.

  • The Multiple Payment screen will appear.

    • Receipt Date: Select the date of the receipt.
    • Bank Account: Choose the appropriate bank account for the payment.

  • Click Next when done

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3. ### Step 3: Understanding the Multiple Payment Screen

On the Multiple Payment screen, complete the following fields:

  • Customer: Select the appropriate customer.

  • Amount: Enter the payment amount.

  • Reference: Enter any relevant reference information (e.g., check number or transaction ID).

  • Matter: Select the associated matter.

  • Type: Choose the appropriate option:

    • Customer Receipt

    • Customer Payment

    • Other Receipt

Additional Options:

  • Add Row: Click Add Row to enter multiple payments within the same transaction.

  • Save: Save the record without creating a deposit.

  • Save with Deposit: Save the record and automatically generate a deposit.

  • Cancel: Exit without saving changes.

Warning Screen will appear. Be sure to review all entries for accuracy before saving.

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4. Step 4: Upload Records Option

  • If you want to upload receipt records, click Upload Records.

  • The Upload Document screen will appear.

  • Select the receipt file you want to upload.

You will have two options:

  • Upload – Upload the receipt document.

  • Upload with Bank Slip – Upload the receipt along with the associated bank slip.

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