Invoicing and Trust Accounting

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24 articles in this collection
Written by Jeremy Peskin and Chris Williams

Bulk-Sharing and Bulk-Downloading Invoices

Easily send and download invoices in bulk on Docketwise!
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Written by Chris Williams
Updated in the last hour

Creating an Invoice

See how to easily create an invoice in Docketwise
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Written by Chris Williams
Updated over a week ago

Creating a Trust Request

See how to easily create a trust request in Docketwise
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Written by Chris Williams
Updated over a week ago

Default Invoice Settings

Customize your firm's default invoice settings
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Written by Jeremy Peskin
Updated over a week ago

Automatic Late Fees on Invoices

Automatically apply late fees to late invoices
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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
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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
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Written by Chris Williams
Updated over a week ago

Billing by Time

Learn how to bill your clients based on time
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Written by Chris Williams
Updated over a week ago

Associating Payments to Specific Invoice Charges

Associate your invoice payments to specific invoice charges
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Written by Chris Williams
Updated over a week ago

Time Tracking

Track your time and send invoices to your clients
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Written by Jeremy Peskin
Updated over a week ago

Creating a Time Entry

Learn how to track your time spent working on clients' cases
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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
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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
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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
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Written by Chris Williams
Updated over a week ago

Edit Payments on Invoices

Edit payments towards bills and trust requests
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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
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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
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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
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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.
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Written by Jeremy Peskin
Updated over a week ago

Billing Clients on Docketwise

Share invoices for services and expenses with your clients.
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Written by Jeremy Peskin
Updated over a week ago

Payment Plans with LawPay

Charge your clients' credit cards on recurring payment plans
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Written by Jeremy Peskin
Updated over a week ago

Trust Requests in Docketwise

Request trust funds from your clients with Docketwise invoices
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Written by Jeremy Peskin
Updated over a week ago

Restrict Invoice Access

Prevent staff on your account from viewing or editing invoices
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Written by Jeremy Peskin
Updated over a week ago

LawPay Integration

Collect credit card payments with our LawPay integration
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Written by Jeremy Peskin
Updated over a week ago