CosmoLexPay is CosmoLex's built-in payment processing service. To access the portal, your firm admin must first set up the CosmoLexPay account.
Once the account is set up, if your firm admin has granted you CosmoLexPay permission, to access your CosmoLexPay portal:
- From the toolbar, click your Profile icon.
- From the drop-down, click Account > Account Management.
- From the Account left navigation, click CosmoLexPay.
- In the Transactions section of the page you can go to the portal, view payments, or view reports.
Note: You have a CosmoLexPay dashboard for each account. - To view a specific dashboard, in the Account Status section, click View CosmoLexPay dashboard below the selected account .
In your CosmoLexPay Portal, you can use the date range picker at the top to:
- View daily, weekly, monthly and yearly drillable dashboards.
- See payment details by amount, status, customer, and payment method. You can click to see the Payment Details for each transaction.
- View payment methods.
- View transactions.
- Generate helpful reporting to analyze your account activity by selecting the report, company, account, date range, and timezone.
- and more...