Payments

How to add a payment

When accessing the matter you wish to add the payment on, click into the Financial section and then Payments.

Select Add on the top right corner to add a new payment to the matter.

 

Fill in the corresponding fields and click Save.

 

For adding payments made on behalf of the client, please see Requisitions and Client Account. 

 

Linking Payment to a Bill 

When accessing the matter you wish to add the payment on click into the Financial section and then Payments.

Select Add on the right corner to add a new payment to the matter.

To link the payment to an existing issued bill, click the Link to bill dropdown and select the relevant bill.

 

In admin settings, your firm admin can choose if payments must have a corresponding bill linked as mandatory. 

When adding or editing a payment, you can search either by bill name or ID for existing issued bill to link it. Search results will only display bills within the same matter. 

Only one bill can be linked to a payment. If client made a payment for multiple bills at once, those must be added as separate payments.  

Payment cannot be larger than the bill outstanding amount. Once the payment is linked to a bill, the outstanding amount will recalculate to show the outstanding payments needed.  

When bill is linked, it will show bill ID and name within the payment, and on Payments page.

When accessing the bill from Bills page, on the Bill Detail window any payments linked will be listed, from where they can be opened as well.  

 

Log History of a payment will show any changes made to the payment amount or linked bill. 

If your firm has enforced link to bill for payments, unissuing a bill will be disabled when the bill was already linked to payment. The payment must be edited first to link another bill to it, before you can unissue the existing bill. 

If firm does not have the ‘Link to bill’ enforced, when unissuing a bill, you will get a warning notifying you that the bill is linked to a payment, and the link on the payment will be removed when bill is unissued. 

Outstanding Amounts 

You can find the outstanding amounts when in the Financial section of a matter > Bills page.

You can see the Outstanding amounts for all bills, as well as Total payments linked to the bill so far.

These can also be viewed in the global Bills page when in the Financials section on the left pane of your Thread.

 

You can use the filters to find specific bills by dates, user, category and if it’s been issued or not.

• Related Articles

• Payments Report

  Extract a report of all Payments received in a specified date range to keep track of all payments your clients have made to your firm.  Viewing and Exporting Payments Report 1. Click the Reports icon in the bottom left pane of Thread. 2. The ...

• Matter Financial Page

  The Financial tab on a matter is divided into: Overview, Time, Bill, Expenses, Payment, Requisition, Client account, and Settings. On the matter Financial tab, the Overview gives an overview of all financial activities related to the matter and is ...

• Matter Balances Report

  The Matter Balances Report provides an overview of current balances on matters for the whole firm or matter owner and can be viewed based on the primary client or company on a matter within a particular date range. You can then print this report ...

• Unissuing Bills

  If you need to unissue a bill, in order to make changes, you can do this by going to the Matter -> Financial -> Bill If you have a Quill, QuickBooks or Xero accounting software integration turned on, you will not be able to unissue bills. If you have ...

• Thread Release Notes 25th July 2025

  Bill ID A unique bill ID is now required for all bills in Thread, which will automatically be assigned and calculated to each bill when it is created. Your firm can choose the bill ID prefix and starting number to get started. Learn more about how ...