Manage and Pay Invoices in the Client Portal

You can view and pay invoices from the client portal if your lawyer uses the portal feature.

Download an Invoice

To download an invoice from the client portal:

  1. Log into the client portal.
  2. From the left navigation panel, click Invoice.
    The Invoices screen opens, displaying a toolbar atop the screen and listing all invoices.
  3. Single-click the invoice.
  4. From the toolbar, click Download.
    The system downloads the invoice to your default download location. 

View an Invoice

To view an invoice in the client portal:

  1. Log into the client portal.
  2. From the left navigation panel, click Invoice.
    The Invoices screen opens, displaying a toolbar atop the screen and listing all invoices.
  3. Single-click the invoice.
  4. From the toolbar, click View.
    The Document Viewer opens, displaying your invoice. 

Pay an Invoice

This option is only available if activated by the firm

To pay an invoice:

  1. Log into the client portal.
  2. From the left navigation panel, click Invoice.
    The Invoices screen opens, with a listing of all invoices and their payment status. 
  3. Single-click an unpaid invoice to highlight.
  4. From the toolbar, click Pay Invoice. This option will only appear if the firm has integrated Cosmolex with a payment processing app. 
    The Credit Card Processing screen opens. Note that if the firm uses CosmoLexPay, there will also be an option to enter eCheck information. 
  5. Enter your credit card/bank account information and billing information.
  6. In the lower right corner, click Charge.
    The system processes the payment and updates the invoice status from Unpaid to Paid.

 

Updated on August 23, 2021

Was this article helpful?

Related Articles