You would post a regular Accounts Receivable Payment as presumably this check was put into your Operating Account instead of your IOLTA. Check the box in the lower left to "Apply to future" since there has not been an invoice created yet.

Then when you run and approve the bill it should apply.

Nancy Duhon, Esq.

Duhon Technology Solutions, LLC

Master Certified Consultant for Sage Timeslips

Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.

[email protected]

404-325-9779 

Thank you so much for your reply!  How do I keep this amount out of the transfer amount that happens when I approve the invoices?

I'm not sure which takes priority on autopays: unapplied A/R or trust. It 'should' be A/R. 

But if you are worried about it pulling from IOLTA first, I'd just open up the client, go to Client Funds and temporarily UNcheck the box to auto pay new charges, run the bill, approve it, then go back and turn the aut pay back on for future invoices.

Nancy Duhon, Esq.

Duhon Technology Solutions, LLC

Master Certified Consultant for Sage Timeslips

Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.

[email protected]

404-325-9779 

Yes, Accts Receivable transactions do take precedence over auto-pay from Client Funds.

Thank you so much for the helpful replies!  No one in my office has used this software, so it's helpful to have a place to go for input.