Restoring Invoices

This article walks you through setting up automated reminders for client invoices.

Automated Invoice Reminders

Learn how to add your firm logo and set up your invoice preferences.

Customizing Invoices

This article will walk you through how to create & manage your Saved Activities.

Saved Activities

You can edit or add your own terms and conditions.

Customize Terms and Conditions

This article outlines how to download and print an invoice from the Invoicing tab.

How to Download and Print an Invoice 

Recharge relieves the headache of contacting clients to re-collect their payment information.

Recharging Transactions

Writing off a balance may help you avoid having an invoice marked as partially paid or overdue when you will not be collecting the remaining funds.

Representing a Write-Off

Discounting an invoice

Deleting an offline payment made on an invoice

This article outlines how to add an expense in 8am LawPay Pro.

Adding Expense Entries

This article defines the invoice statuses you see in the system.

Invoice Statuses

Notification When a Client Pays an Invoice or Quick Bill Request

This article shows you how to request and apply trust funds to a case.

Trust Accounting By Case

An overview of the Contacts Tab in 8am LawPay Pro.

Contacts Tab Overview

This article will help you navigate the Invoicing tab in 8am™ LawPay.

Invoicing Tab Overview

Learn to create an invoice for existing and new contacts from the home dashboard in 8am™ LawPay.

Creating and Editing Invoices

This article will show you how to delete invoices.

Deleting an Invoice

Trust Accounting & Invoicing FAQ

You can issue a refund on a deposit made into your trust account from two locations.

Refunding a Deposit Made Into a Trust Account

Paying an invoice with funds from a client's trust account

What Clients See When Firms Send Quick Bills

After you send a funds request, you can track it in several places.

Managing Outstanding Requests

Statements

This article shows the client's experience when you email or text them an invoice.

Emailing and Texting an Invoice to a Client

This article shows you multiple ways to view your firm's full trust account history.

View your firm's Trust Account History

Invoices

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Schedule a Training

Find answers and get help from Intercom Support and Community Experts

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