LawPay Pro allows you to track and view a list of payments and Transactions in the Payments Tab.
- You can view Transactions by Date Range and Bank Account on this page.
a. The date Range drop down allows you to sort Transactions by a time frame or specific start and end dates.
b. To sort by Date, click Select.
- Select the Bank Account drop down to add a filter to sort by Operating or Trust accounts.
- Click the Apply Filters button.
Note: You can filter by one or both filters.
- Once you are done viewing filters, you can click Clear Date to return to all transaction records.
- View Transactions by Date, Invoice Related To, Contact, Case, Entered By, Details, Method, Amount and Total.
- Click the Related to Invoice Number to see Invoice information.
- Click the Contact Name to view information about the contact.
- Select Case to view Case details.
- Select the Collect Payment button to Collect a Payment. To learn how to collect a payment, click here.