Managing Firm Billing and Payments

Accessing the Firm Billing Dashboard

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1. Click your Account Menu in the top navigation.

2. Select Settings.

3. Click Firm Billing.

The Firm Billing page includes:

• Outstanding Balance

• Payment Methods

• Invoice Dashboard

Viewing Your Outstanding Balance

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If You Have Open Invoices

The Outstanding Balance section displays:

• Total amount due

• Invoice due date

To see details:

• Click Show Outstanding Balances to view open invoices.

If You Have No Open Invoices

The Outstanding Balance section will show:

• “No outstanding invoices”

Adding a Payment Method

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 Adding a Bank Account (ACH)

1. On the Firm Billing page, click + New Payment Method.

2. Select Bank Account.

3. Enter:

   • Bank information

   • Account information

   • Billing address

4. Click Save Payment Method.

A confirmation message appears indicating the payment method was added.

Adding a Credit Card

1. Click + New Payment Method.

2. Select Credit Card.

3. Enter:

   • Credit card information

   • Billing address

4. Click Save Payment Method.

A confirmation message appears once the card is added.

Verifying a Bank Account (ACH)

After adding a bank account:

1. Select the newly added bank account in Payment Methods.

2. Click Verify Account.

3. Complete the verification form and click Submit.

You’ll see a confirmation message once the bank account is verified

Editing a Payment Method

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1. Click any existing payment method.

2. The Edit Payment Method window opens.

3. Update the card nickname or details.

4. Click Update Payment Method.

A confirmation message appears once changes are saved.

Setting a Primary Payment Method

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1. Open a payment method for editing.

2. Check Make Primary.

3. Click Update Payment Method.

The selected method will display the label: “Primary Payment Method”

Enabling AutoPay

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AutoPay automatically pays invoices using your primary payment method.

1. From the Firm Billing page, click AutoPay Settings.

2. Confirm the primary payment method shown is correct.

3. Toggle AutoPay to On.

AutoPay is now enabled and future invoices will be paid automatically.

Searching Invoices

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To find a specific invoice:

1. Use the search field above the Invoice table.

2. Enter a keyword, number, or phrase.

Viewing and Downloading an Invoice

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1. In the Invoice Dashboard, click an invoice row.

2. Invoice details will open.

3. Click Download.

The invoice is downloaded to your computer, and a confirmation message appears.

Deleting a Payment Method

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1. Open the payment method you want to remove.

2. Click Delete Payment Method.

3. Confirm by clicking Delete.

The payment method is removed and a confirmation message appears.

Viewing Billing Configuration

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Firm billing settings can be reviewed from the Billing Configuration page.

1. From the Firm Billing page, click Billing Configuration.

2. You’ll see:

   • Standard rates

   • Case-dependent charges