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What Clients See When Firms Send Quick Bills
What Clients See When Firms Send Quick Bills
Updated over 4 months ago

When you send a Quick Bill request to your client, they receive an email letting them know they need to pay the amount you've designated in the request.

This email will be sent out immediately. If you decide not to fill in a custom personal message, the default message will read, "Please pay the trust deposit agreed upon so we can get started on your case." You can change the message on the Trust Request in the Edit Message field.

Your client can select the Deposit Funds button to pay electronically, which takes them to a payment page. On the payment page, the client can pay the Quick Bill with whatever payment method your firm has set up, like a credit card or eCheck.
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Once the client makes the payment, they will see a confirmation screen and can send themselves a receipt.

You will receive an email when the deposit is made to your account.
​Note: it may take 2-3 business days for the funds to be in your bank account.
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You can check the status of the Quick Bill on the Contacts Page by selecting

  1. Billing

  2. Transaction History

  3. View, which allows you to see Transaction Details

Or under Billing> Quick Bills
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