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Invoicing and Trust Accounting
Invoicing and Trust Accounting
25 articles in this collection
Written by
Jeremy Peskin
and
Chris Williams
Billing Clients on Docketwise
Share invoices for services and expenses with your clients.
Written by
Jeremy Peskin
Updated over a week ago
Default Invoice Settings
Customize your firm's default invoice settings
Written by
Jeremy Peskin
Updated over a week ago
Refunding Payments on Bills
Reflect any refunded payments made on invoices
Written by
Chris Williams
Updated over a week ago
Creating an Invoice
See how to easily create an invoice in Docketwise
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
Automatic Late Fees on Invoices
Automatically apply late fees to late invoices
Written by
Chris Williams
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
Reporting on Delinquent Payment Plans
Easily keep track of invoices on payment plans and any overdue balances
Written by
Chris Williams
Updated over a week ago
Bulk-Sharing and Bulk-Downloading Invoices
Easily send and download invoices in bulk on Docketwise!
Written by
Chris Williams
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
Creating a Trust Request
See how to easily create a trust request in 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
Creating a Time Entry
Learn how to track your time spent working on clients' cases
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
Billing by Time
Learn how to bill your clients based on time
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
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
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
Associating Payments to Specific Invoice Charges
Associate your invoice payments to specific invoice charges
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
Payment Plans with LawPay
Charge your clients' credit cards on recurring payment plans
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