Getting Started

The first step of sharing receipt number tracking with a client is by of course adding the receipt number to the Matter associated! If you have not yet added the receipt number, click here to learn more about invoicing.

Second, we need to make sure that the client is set up with access to their Client Portal. If you have not done so yet, click here to learn more about creating a Client Portal for your client.

Once you have added the receipt number to the Matter and the Client Portal active, you will be ready to share (or un-share) the case tracking status with a client through their portal!


Sharing Receipt Number Tracking

In order to share Receipt Number Tracking to a client's portal, you will need to follow the steps below:

  1. Navigate to your Matter's Overview Page (or the Contact Overview Page of the Matter's Primacy Contact)

  2. Click the Case Tracking tab

  3. Click the Share icon to the right for the receipt number for the case tracking status that you would like to share

  4. In this dialogue box, make sure that you have selected the correct client, then click the Submit button


Un-Sharing Receipt Number Tracking

In order to un-share Receipt Number Tracking, you will need to follow the steps below:

  1. Navigate to your Matter's Overview Page (or the Contact Overview Page of the Matter's Primacy Contact)

  2. Click the Case Tracking tab

  3. Click the Share icon to the right for the receipt number for the case tracking status that you would like to un-share

  4. Click the trash can icon to un-share a previously shared receipt number tracking

  5. Confirm that you would like to proceed with removing the receipt number tracking from the Client Portal

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