Billing
Invoices, payments, and financial management.
How to pay an invoice
Find your invoices in the client portal and pay them directly—no checks, no office visits.
Pay from email or via payment link
Easily pay the invoices you receive via email or payment links, whether you are logged in or not.
Your billing page
Your Billing page gives you a clear snapshot of invoices, payments, and available credits
Pay a recurring invoice
If the firm performs the same services for you on a regular basis, they can use recurring invoices for automating the invoicing.
Print or download an invoice
If you need a copy of an invoice for your records, print it or download it to your desktop as a PDF.
How to manage billing
This guide covers viewing payment history, understanding payment statuses, and more.
Prepayment & credit
Prepayment enables you to receive credit and have your invoices paid moments after they are issued.
Payment methods
Invoices can be paid by credit card, bank debit, Apple Pay, Google Pay, or by using credits that are already on your account.
Change payment details
This is how update your payment details for recurring invoices.