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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
If a team member applied a payment or a refund to the wrong invoice for a client, you will want to delete that record before you create a new transaction for the correct invoice. The following instructions describe the steps to 1) delete a direct payment entry and 2) delete a refund entry.
Clients might sometimes have invoices covered by a sponsoring employer or family member. LollyPayments can help with payments like these.
Your firm can now generate expenses in bulk across multiple clients and cases. Avoid the tedious work of manually billing the same amount to dozens of clients one by one.
Pulling on demand data and tracking your clients' payments is easy with LollyPayments.
Transferring your active clients' payment data over to LollyPayments is easy. These guidelines will ensure your transition is smooth and LollyLaw is here to help!
With LollyPayments' OneLink feature, your firm can create URLs for specific types of payments your office routinely collects, such as consultation fees, USCIS filing fees, and more. Collect payments faster with OneLink!
Sometimes your firm might need to create an identical expense for dozens of clients. Perhaps you have a group of artists who each need to pay for an additional advisory opinion. Perhaps a select group of clients need to be billed for a late fee. Instead of manually generating expenses one by one for each client, LollyLaw's 'Bulk Expense' feature can help generate a bulk expense for situations like these.
How to setup a matter to bill incrementally as milestones are reached
Make it simple for your client to pay you with our new built-in payment solution, LollyPayments. With industry-low rates and no sign-up fee, LollyPayments helps you get paid up to 70% faster. This brief summary will cover a few highlights of LollyPayments.
Differences in accounting and billing for matters