Receiving a payment to trust account

1. Click on 'Billing' on the left navigation bar

2. Click on the invoice

3. Click ‘Receive payment’ 

Or

You may also receive an invoice payment by clicking on the ellipsis menu next to the invoice under the ‘Billing’ page, then clicking ‘Receive payment’ 

Or 

You may also receive payment by clicking on the yellow  ‘Receive payment’ button on the top left of the Dashboard

4. Choose ‘to Trust account’  

5. Choose contact/matter 

6. Select the invoice(s) associated with the contact/matter for which you wish to receive payment. 

7. Choose payment method from the drop-down 

8. Fill out any additional credit card or eCheck information 

9. Optionally, add any internal notes or attach files

10. Click the toggle switch to agree to payment Terms and Conditions

11. Click ‘Submit & record’ 

*To receive a credit card payment you must have the credit card number, name as it appears on the credit card, the expiration date, as well as the CVV number. You must click the toggle button to indicate your agreement with the payment terms and conditions.