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...
Wed, 12 Apr, 2017 at 10:07 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...
Tue, 23 May, 2017 at 9:49 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 recu...
Wed, 12 Apr, 2017 at 10:09 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...
Tue, 27 Dec, 2016 at 9:03 PM
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 step...
Fri, 20 Jan, 2017 at 9:40 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...
Thu, 19 Jan, 2017 at 10:02 AM