---
title: Post Direct Payment to Client
description: "[![](https://casemasterpro.com/wp-content/uploads/2022/08/print-to-pdf-50.png)](http://casemasterpro.com/helpdocs/CMPOnline%20Post%20Direct%20Payment%20to%20Client.pdf) ## **Overview** This process explains how to record and post a debtor’s direct payment in CMPOnline. While similar to standard office payments, it includes key differences to ensure correct deposits, proper remittance generation, and automated billing of applicable fees.…"
url: "https://casemasterpro.com/help-documentation/post-direct-payment-to-client/"
updated: "2025-12-03"
category: Accounting
---

# Post Direct Payment to Client

[![](https://casemasterpro.com/wp-content/uploads/2022/08/print-to-pdf-50.png)](http://casemasterpro.com/helpdocs/CMPOnline%20Post%20Direct%20Payment%20to%20Client.pdf)

## **Overview**

This process explains how to record and post a debtor’s direct payment in CMPOnline. While similar to standard office payments, it includes key differences to ensure correct deposits, proper remittance generation, and automated billing of applicable fees.

## **Entering Direct Payment Details**

- Navigate to Accounting > Deposits > Enter Deposits
- Change the “Deposit Date” to the date the client received payment
- Select “Direct to Client” from the “Deposit Type” dropdown
  *Note: Your deposit types may be different.  If “Direct to Client” is not an available option, you can add a new one by navigating to Administration > Lookups > Financial > Deposit Types or select appropriate type from the existing list.*
- From the “Default Bank” dropdown, select one of the following:
  - “Direct Payment to Client” if you will need to bill for your fees
  - “Direct - Auto Enter Remit Date” if you have already received your fees

![](https://casemasterpro.com/wp-content/uploads/2025/12/direct-payment-to-client-01.png)

- Fill in the following fields:
  - File Number
  - Ref. / Check Number (optional)
  - Effective Date (if different than the Deposit Date)
  - Amount
  - Method
  - Type = “DP - Debtor Payment”
  - Code = “NM - Normal”
  - Opponent / Debtor
  - CF Account (optional)
  - Bank Account will be one of the “Default Banks” entered above.  No need to change this.
  - Check Memo (optional)
- Press Enter to add your pending deposit to the grid below

![](https://casemasterpro.com/wp-content/uploads/2025/12/direct-payment-to-client-02.png)

## **Printing and Finalizing Deposit**

- To Image the deposit:
  - Click the gray “Print” button to image your deposit into CMPOnline:
    - Select the Adobe Acrobat icon in the top right corner
    - Enter the file number (i.e. corresponding file number or the administrative file number)
    - Select a description and enter the date
    - The Image note is optional, but recommended
    - Click Save

*Note: For more information on Imaging, visit our*[*Imaging help document*](https://casemasterpro.com/help-documentation/imaging/)*.**You can also print or download the deposit report.*

- Close browser tab once you’re done imaging and/or printing the deposit list
- To post the deposit to the file:
  - Click the “Update” button
  - Verify all information is correct and click OK
    *Note: The system assigns Deposit Batch IDs sequentially.*

![](https://casemasterpro.com/wp-content/uploads/2025/12/direct-payment-to-client-03.png)

## Posting Direct Payments to Clients Video Highlight

[CMPOnline - Post Direct Payment to Client](https://www.youtube.com/embed/FmfDk3WbDVY?feature=oembed)