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Payments

Making Frequent Trust Debits for Monthly Invoicing
Some firms debit the trust account throughout the month, perhaps on a weekly basis, but do not invoice the client until the end of the month. Typically an i...
Thu, 10 Aug, 2017 at 9:40 AM
Setting up Online Invoice Payment (With LawPay)
During your LawPay integration setup, there is an option to "include a pay online link on invoices". By default that is checked, and you will wan...
Thu, 10 Aug, 2017 at 9:44 AM
Recurring Billing Workaround
In CosmoLex, we don't currently have a feature for recurring billing. However, here are steps to use our suggested workaround. First note that any rec...
Thu, 10 Aug, 2017 at 9:46 AM
LawPay Integration: How To Receive/Send Receipts
If you would like to turn on/off the functionality for receipts for credit card transactions, that can be managed in your LawPay portal. As a default CosmoL...
Thu, 20 Jul, 2017 at 10:02 AM
Applying Payment to an Invoice (Individually)
There are four ways to apply a payment to an invoice. 1 - Check/Cash from Client Below are the instructions for receiving a payment on one matter, for ...
Fri, 13 Oct, 2017 at 9:59 AM
How to Apply One Payment to Multiple Matters
Applying One Payment to Multiple Matters   Users can now apply a single payment (Check/Cash from Client) to invoices from multiple matters of the same clie...
Mon, 16 Oct, 2017 at 10:02 AM