Once the settlement is created and all components have been added, review the record to confirm accuracy before moving forward. Verify the settlement amount, included medical expenses, liens, case costs, attorney fees, and client net proceeds. Make any final adjustments as needed to ensure the financial distribution is correct prior to generating settlement documents and receiving funds.
1. Step 1: Access Settlement Screen
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Log In
- Access LawAccounting/CaseQube using your secured credentials.
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Navigate to Matter Tab
- Select the Matter that you are using
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Navigate to Settlements Screen
- Click Settlements
- Click the Settlement you want to edit
- Click on Edit Settlement
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2. Step 2: Edit Settlement to Payment Received
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Click the pencil icon: Open the settlement record for editing.
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Check the Payments Received box: Indicate that a payment has been received.
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Click the plus icon: Add a new payment entry.
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Fill in Payment Screen Information: Enter the details for the payment.
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General Ledger: The accounting code or account category the payment should be posted to.
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Payee: The individual or organization that received the payment.
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Date: The date the payment was made or received.
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Amount: The total payment amount.
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Payment Reference: Any check number, transaction ID, or payment reference.
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Description: Additional details or notes about the payment.
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Option to Add Existing Receipt
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When finished click Save & Done
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3. Step 3: Saving & Viewing Payment
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Note: The Payment Received box is now checked.
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Click Save: Save the payment entry.
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Confirmation: The screen will display “Record Created Successfully.”
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To view the payment: Click Receipts to see the saved payment record.
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