Viewing and Paying Invoices On Your Firm Dashboard

See invoice details, share links externally, download a summary statement of the account, and more.

Your Firm Dashboard allows you to filter invoices by:

• Invoice Status
• Invoice Date
• Firm Location
• Case Name
• Case Status

View Individual Invoices

To view a specific invoice:

• Locate the invoice using the filters
• Click on the invoice number

• The invoice details page will open, showing:
  • Complete invoice details
  • Payment status
  • Itemized charges
• From this page, you can download the invoice or submit a payment

Generate Account Statement

For All Invoices

• Navigate to the Billing page
• Select the "Account Statement For All Invoices" button at the top of the page

• Your statement will automatically download to your system as a PDF

For Selected Invoices

• Use the filters to locate specific invoices
• Select individual invoices or entire cases by selecting the associated check boxes
  • Note: The total sum updates automatically as you select invoices

• Click "Account Statement for # Invoices"
• Your customized statement will automatically download

Note: For overdue invoices, the statement will display the number of days past due in the due date column.

Make Payments

Paying All Open Invoices

• Click the "Pay All Invoices" button

• You'll be redirected to the payment page
• Review the itemized list of charges
• Select your preferred payment method and complete the transaction

Paying Selected Invoices

• Select the invoices you wish to pay by checking the boxes next to them
  • You can select individual invoices or entire cases
• Click "Pay # Invoices"

• Review the itemized charges on the payment page
• Complete your payment using your preferred method
  

Third Party Payments

To facilitate payment from third parties (such as insurance adjusters):

• Generate a Statement of Account for the relevant invoices

• Share the statement with the third party
• The third party can click the "View & Pay Invoice" button
• They'll be directed to a secure payment page

Important: Third-party payers can only access the payment page and cannot navigate your Firm Dashboard.