Separate the agreed amount from the amount received
The case value represents the agreed amount. Each payment received should be its own record, with a date and amount. This preserves the timeline and prevents a partial payment from looking like full settlement.
Do not convert currencies silently
If you work in multiple currencies, keep each value in its original currency. Automatic conversions can create a false sense of precision and complicate reconciliation with real payments.
Use statuses that explain the situation
“Unpaid”, “Partially paid”, “Paid” and “Overdue” are more useful when they derive from recorded data and concrete deadlines rather than arbitrary labels.
Review by client and by case
When there are several jobs for the same entity, look at each case first and then the entity total. This helps separate a settled job from another that is still outstanding.