After you send a Request for Funds, you can track them in several places throughout LawPay Pro.
Billing Page
You can view all outstanding requests by navigating to the Billing Tab. From here, you can filter the outstanding requests based on their status.
Contacts Page
You can view requests on an individual Client's Details page by navigating to the Billing sub-tab. Requests sent will also appear in the recent activity feed.
To delete a request, click the Trash Can. NOTE: You cannot delete a request that has a payment linked to it. In order to delete a request, you'll need to delete the deposit payment as well. Electronic payments cannot be deleted, so requests with linked electronic payments also cannot be deleted.
When a request has been paid, the firm user who sent the request will receive an email notification.
Any firm user with full billing permission will see a payment notification in the Activity feed.
Payments will also automatically be updated in the Trust History and Accounting sections of MyCase, which includes all relevant Trust accounting reports.
