Invoice Activities

In the Invoice Preview, CampLegal now shows all activity going on with an Invoice for Scheduled Payments, Payment Plan, Payments, and Reminders.

Instructions

To view your invoice preview:

1. Click on the “Billing” icon

2. Click on “Invoices”

3. Click on the “View” icon for your desired invoice
   

CampLegal will not be logging Cash, eCheck, or Check in the Activity. 

Related articlesPage:

• Form Error 500: Unable to Open Form
• Page:
  How-to Grant Recording
• Page:
  How to send an Intake
• Page:
  Añadir un plan de pago o débito automático
• Page:
  Cancelar un plan de pago

• Related Articles

• How to Add an Invoice to a Case

  This article will give instructions on how to create an Invoice within a Case. If you have QuickBooks Online, CampLegal will also create an Invoice in QBO. Please refer to this link for QuickBooks: Enabled Access for CampLegal Instructions Use the ...

• When to use Apply Payment Without Invoice

  Why does the system allow a staff member to “Accept payment without invoice”? Notice at the bottom of the above screen shot, “Accept payment without invoice” is checked. Answer A law firm will use this feature before a case is created when they need ...

• How-To Tracking

  CLICK TO LEARN HOW Related articles Page: Form Error 500: Unable to Open Form Page: How to send an Intake Page: Common Collection Questions Page: Error uploading a Document Page: Spanish Article: BI-Reporting

• Dashboard Billing Overview

  The four sections at the top of the dashboard is an overview for the given timeframe. Please note: the default is Month-To-Date, so the first of the month the numbers will be different than the end of the month. Overview Income - Based on payment ...

• Invoice Is Not Set Up To Receive Payment

  Problem Accepting payment or client making a payment and the following error occurs. Error The invoice is not set up to receive payments via this payment type. Please update the invoice to change the LawPay Account or use supported payment type. ...