Receiving a payment to trust account

Click on 'Billing' on the left navigation bar

Click on the invoice:

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

Once you've reached the invoice details screen and clicked 'receive payment;, select the ‘to Trust account’ tab:

Confirm the contact/matter:

Select the invoice(s) associated with the contact/matter for which you wish to receive payment and confirm payment details:

Choose payment method from the drop-down:

Add any internal notes or attachments

Agree to the terms and conditions by sliding the toggle switch to the "on" position:

Click 'Submit & record':

NOTE: 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.

On the 'Confirm payment' screen, enter payment details and click 'Confirm':