Record an Invoice Payment
In CosmoLex, you can record an invoice payment in the following ways:
Cash/Check & Ot…
Payments
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Record an Invoice Payment by Trust Retainer
You can pay invoices from your trust retainer in two places: Matters (for a single matter)… -
Record an Invoice Payment by Operating Retainer
If your jurisdiction allows, you can deposit a retainer in your operating account and pay… -
Generate a Transaction Receipt
In order to generate a receipt for a transaction in CosmoLex, you must use the document tem… -
Print Deposit Summary
A deposit summary is a report for all transactions associated with deposit slips. You can… -
Using Integrated Payments with CosmoLex
Integrated Payments When applying an invoice payment or retainer deposit in CosmoLex, y… -
Set Up Online Invoice Payments
By using our CosmoLexPay or LawPay integration, your clients can pay their invoices onl… -
Set Up Your CosmoLexPay Account (US)
What is CosmoLexPay? CosmoLexPay is our built-in payment processing service that allow… -
Set Up Your CosmoLexPay Account (Canada)
What is CosmoLexPay? CosmoLexPay is our built-in payment processing service that allow… -
Integrating LawPay
CosmoLex provides payment processing service with CosmoLexPay (U.S.) as well as our Law… -
Accessing Your CosmoLexPay Portal
CosmoLexPay is CosmoLex’s built-in payment processing service. To access the po… -
CosmoLexPay Deposit Reporting
From CosmoLex, you can log into your CosmoLexPay online portal and review payment detail… -
Reconciling CosmoLexPay Payments
We understand the importance of ensuring your business can reconcile your CosmoLexPay p… -
Responding to a Chargeback with CosmoLexPay
Once a chargeback is received: Login to your CosmoLexPay Online Portal Navigate to Repor… -
Record an Invoice Payment by ACH/eCheck
You can use CosmoLexPay (U.S.) to process ACH/eCheck payments. With this integration, y… -
Record an Invoice Payment by Credit Card
Through Integrated Payment You can use CosmoLexPay or our LawPay integration to proces… -
Saving Client Payment Information
To reduce payment friction associated with entering client payment information, firms… -
Using Your Embedded Payment Link
If you are using CosmoLexPay or the LawPay integration, you can now create a global payme… -
Surcharging with CosmoLexPay (US Only)
When utilizing any payment processing company to accept credit cards, there are per-tra…
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