Invoicing and Trust Accounting
10 articles in this collection
Written by Jeremy Peskin
Written by Jeremy Peskin
Review your Trust Account Balances and Transactions
Keep track of trust requests, trust transfers, disbursements and balances.
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago
Billing Clients on Docketwise
Share invoices for services and expenses with your clients.
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago
Payment Plans with LawPay
Charge your clients' credit cards on recurring payment plans
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago
Trust Requests in Docketwise
Request trust funds from your clients with Docketwise invoices
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago
Time Tracking
Track your time and send invoices to your clients
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago
Disbursing Funds from a Trust Account
Reflect offline payments to third parties from your Trust Accounts in Docketwise
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago
Restrict Invoice Access
Prevent staff on your account from viewing or editing invoices
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago
LawPay Integration
Collect credit card payments with our LawPay integration
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago
Edit Payments on Invoices
Edit payments towards bills and trust requests
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago
Default Invoice Settings
Customize your firm's default invoice settings
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago