The best way to bring any open invoice balances from a previous software system into your LawPay Pro account would be to create a new invoice for a flat fee totaling that amount. You can then note that it is a "balance forward."
To do this:
- Select the Create Invoice button on the Home page.
- Select a Contact and Court Case. Leave Deposit Account and Payment terms as is.
- Add a Line item for a Flat Fee.
- Add a Note, “Balance Forward.”
- Add the amount of the Balance.
- Click Save.
The invoice is created, added to the system and viewable in the Billing Invoices Tab.