Record an Invoice Payment by Trust Retainer
You can pay invoices from your trust retainer in two places:
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Manage Your Client and Address Book Contacts
The Contacts area allows you to manage your Client, Payee, and Address Book contacts. You… -
Matter Settings
The Settings section provides the opportunity to specify a greater level of detail relat… -
Record an Invoice Payment by ACH/eCheck
You can use CosmoLexPay (U.S.) to process ACH/eCheck payments. With this integration, y… -
Overdue Invoice Reminders
CosmoLex makes it easy to send reminders to clients when their invoices are overdue for pa… -
Record an Invoice Payment by Credit Card
Through Integrated Payment You can use CosmoLexPay or our LawPay integration to proces… -
Enable the Client Portal
The Client Portal is a secure way to communicate and share information with your clients.… -
Add a Hard Cost
Hard cost expenses refer to out of pocket transactions and their subsequent reimburseme… -
Import Bank Transactions via QBO/Excel/CSV File
You can import transactions from your operating, trust, and credit card accounts. Your…