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 on client's behalf
Pay invoices on behalf of clients using payment methods on file, a card, or bank account—directly from the firm portal.
Make a prepayment on a client's behalf
Create an online prepayment for a client directly from the firm portal using their saved payment method.
Actions with client payment methods
Add, delete, and replace payment methods saved to a client's account.
Pay invoice with client credit
Learn how to apply client credit to pay invoices in full or partially, both manually and automatically.
Accept cash payments and transfers via offline payments
Track client payments made via cash, check, or bank transfer.
Correct unpaid invoices
Fix unpaid invoice issues by editing, deleting, marking as paid, or unlinking failed payments.
Modify paid invoices
Edit details, refund and reissue for corrections, and manage offline payments.
Process refunds
Track refund history, adjust client credit accordingly, and ensure accurate records.
Manage overdue invoices
Change due dates, enable automatic or manual reminders, and discover overdue invoices.
Work with payments list
View and manage all payments with status tracking and export capabilities.