Bulk payments in Lawcus help streamline billing and make it easier to apply payments across multiple invoices. Users can add bulk payments either from the +New option or directly through the Billing tab.
Below are the two methods available for adding bulk payments in Lawcus.
Method 1: Adding a Bulk Payment from the +New Option
Navigate to the
+Newbutton located at the top-right corner of the screenClick
New PaymentSelect the Matter or Lead that contains the open invoices you would like to apply the payment toward
Once the
Matter/Leadis selected, all open invoices associated with that record will appear at the bottom of the screenYou can either:
Enter a payment amount manually, orUse the available funds displayed on the left side panel
Choose whether you would like to pay all invoices at once or apply payments only to selected invoices
Click
Pay Allto apply the bulk payment to the invoices accordinglyOnce completed,
savethe payment
Method 2: Adding a Bulk Payment from the Billing Tab
Navigate to the
Billingtab from the left-hand navigation panelClick the small dropdown arrow next to
New InvoiceSelect
New PaymentThis will open the same payment window used in
Method 1Select the Matter or Lead with open invoices
Apply payment
eitherby:Entering a payment amount manually, or
Using available funds by changing the payment source
Choose whether to pay all invoices or only selected invoices
Save the
paymentonce completed
Summary
Bulk payments in Lawcus offer a quick and efficient way to manage invoice payments, enabling users to apply payments across multiple invoices while enhancing billing workflow and financial tracking.