Invoicing and Trust Accounting

Bulk-Sharing and Bulk-Downloading Invoices

Easily send and download invoices in bulk on Docketwise!

Written by Chris Williams
Updated in the last hour

Creating an Invoice

See how to easily create an invoice in Docketwise

Written by Chris Williams
Updated over a week ago

Creating a Trust Request

See how to easily create a trust request in Docketwise

Written by Chris Williams
Updated over a week ago

Default Invoice Settings

Customize your firm's default invoice settings

Written by Jeremy Peskin
Updated over a week ago

Automatic Late Fees on Invoices

Automatically apply late fees to late invoices

Written by Chris Williams
Updated over a week ago

Saved Charges for Invoices

Easily create and add saved charges for commonly-used flat rate charges

Written by Chris Williams
Updated over a week ago

Sending an Invoice for a Client to Pay

See how easy it is to send invoices to clients for them to pay through Docketwise using the LawPay integration

Written by Chris Williams
Updated over a week ago

Billing by Time

Learn how to bill your clients based on time

Written by Chris Williams
Updated over a week ago

Associating Payments to Specific Invoice Charges

Associate your invoice payments to specific invoice charges

Written by Chris Williams
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

Creating a Time Entry

Learn how to track your time spent working on clients' cases

Written by Chris Williams
Updated over a week ago

Recording a Direct Payment

See how to easily record a direct payment for a client's invoice

Written by Chris Williams
Updated over a week ago

Paying an Invoice with a Credit Card

See how to pay an invoice with a credit card using the LawPay Integration

Written by Chris Williams
Updated over a week ago

Paying an Invoice with a Trust Transfer

See how to apply funds from your client's trust account to a bill

Written by Chris Williams
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

Client Experience for Paying Invoices

See how your clients will see and pay invoices through Docketwise

Written by Chris Williams
Updated over a week ago

Sending an Invoice to a Different Contact

Find out how you can send an invoice to a matter's secondary contact using Docketwise

Written by Chris Williams
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

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

Billing Clients on Docketwise

Share invoices for services and expenses with your clients.

Written by Jeremy Peskin
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

Trust Requests in Docketwise

Request trust funds from your clients with Docketwise invoices

Written by Jeremy Peskin
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

LawPay Integration

Collect credit card payments with our LawPay integration

Written by Jeremy Peskin
Updated over a week ago