Invoicing and Trust Accounting
By Alexandrea1 author26 articles
- Billing Clients on DocketwiseShare invoices for services and expenses with your clients.
- Global Invoice SettingsCustomize your firm's default invoice settings
- Refunding Payments on BillsReflect any refunded payments made on invoices
- Creating an InvoiceSee how to easily create an invoice in Docketwise
- Saved Charges for InvoicesEasily create and add saved charges for commonly-used flat rate charges
- Automatic Late Fees on InvoicesAutomatically apply late fees to late invoices
- Restrict Invoice AccessPrevent staff on your account from viewing or editing invoices
- Reporting on Delinquent Payment PlansEasily keep track of invoices on payment plans and any overdue balances
- Bulk-Sharing and Bulk-Downloading InvoicesEasily send and download invoices in bulk on Docketwise!
- Trust Requests in DocketwiseRequest trust funds from your clients with Docketwise invoices
- Creating a Trust RequestSee how to easily create a trust request in Docketwise
- Disbursing Funds from a Trust AccountReflect offline payments to third parties from your Trust Accounts in Docketwise
- Review your Trust Account Balances and TransactionsKeep track of trust requests, trust transfers, disbursements and balances.
- Creating a Time EntryLearn how to track your time spent working on clients' cases
- Time TrackingTrack your time and send invoices to your clients
- Billing by TimeLearn how to bill your clients based on time
- Sending an Invoice for a Client to PaySee how easy it is to send invoices to clients for them to pay through Docketwise using the LawPay integration
- Sending an Invoice to a Different ContactFind out how you can send an invoice to a matter's secondary contact using Docketwise
- Recording a Direct PaymentSee how to easily record a direct payment for a client's invoice
- Paying an Invoice with a Trust TransferSee how to apply funds from your client's trust account to a bill
- Associating Payments to Specific Invoice ChargesAssociate your invoice payments to specific invoice charges
- Edit Payments on InvoicesEdit payments towards bills and trust requests
- Payment Plans with LawPayCharge your clients' credit cards on recurring payment plans
- Client Experience for Paying InvoicesSee how your clients will see and pay invoices through Docketwise
- Trust Accounting Ledger
- Translating InvoicesEasily translate your invoices in Docketwise