We have many clients that have multiple matters. When a payment is entered for a client with open invoices on multiple matters, then the same matter name shows up on all invoices for e.g., if a payment is entered under General Matters and there are 2 other matters: Corporate and Real Estate for that client that have open balances. If a payment is entered under General matters and the box is checked to show invoices for all matters, you can apply the payment to the open balances for Corporate and Real Estate matters. However, when the invoices are generated, on the Corporate and Real Estate matter invoices, in the payment section, it will list the General matters name (since that's where the payment was originally entered). This should be fixed as the General Matters has absolutely no relevance to the payments for Corporate and Real Estate matters.
How often would you use this request?
Daily! Every time I enter a payment for a client with more than one matter