The process of tracking work and applying charges to a client's account balance
How to setup a matter to bill under a fixed contract
How to approve charges and bill the client
How to setup a matter to bill for Time & Expense
Using the LawPay integration allows clients to pay invoices online through LawPay’s convenient credit-card processing platform. The integrations enable features that will automatically send payment links with invoices, let you schedule payments, and easily send requests for payment. With Lolly Law's reporting features, you can view which invoices have been paid, viewed, or are outstanding.
Instead of taking payment in-person or over the phone, you have the option of sending a bill via SMS or Email. This Quick Pay method will allow your client to conveniently pay online using their PC or mobile device.
Whole or partial amount refunds can be issued for active payment plans and completed transactions.
Use these steps to accept a client payment and apply it either to a bill or to the trust account.
You can accept payment immediately and easily set up a schedule to automatically charge a card on file.
How to setup a matter to bill incrementally as milestones are reached
Differences in accounting and billing for matters