Manage payments & corrections

Manage all client payments, including prepayments, refunds, offline payments, and paid invoice edits.

Manage payments

View transaction details, link to jobs, and delete declined or incorrect payments.

Pay invoices on behalf of clients using payment methods on file, a card, or bank account—directly from the firm portal.

Learn how to apply client credit to pay invoices in full or partially, both manually and automatically.

Track client payments made via cash, check, or bank transfer.

Fix unpaid invoice issues by editing, deleting, marking as paid, or unlinking failed payments.

Edit details, refund and reissue for corrections, and manage offline payments.

Track refund history, adjust client credit accordingly, and ensure accurate records.

Change due dates, enable automatic or manual reminders, and discover overdue invoices.

View and manage all payments with status tracking and export capabilities.