The Invoice Payment Page in Lawcus provides clients with a convenient way to review their invoices, check outstanding balances, view payment history, and make payments online—all from a single page.
Each invoice has a unique payment link that firms can share directly with clients. Clients can access the page from any browser on their computer or mobile device without logging in to Lawcus or creating an account.
With the Invoice Payment Page, clients can:
View and download their invoices.
Review outstanding balances and unpaid invoices.
See detailed invoice breakdowns, including fees, time entries, expenses, and taxes.
Review previous payments and applied credits.
Pay individual invoices or their total outstanding balance.
Make full or partial payments using a credit/debit card or bank transfer (ACH), when supported by the connected payment processor.
For a step-by-step walkthrough, watch our Lawcus Invoice Payment Page Overview video to learn how to access and share invoice payment links, review outstanding balances, and make online payments.
Note: Online payments require an active integration with Lawcus Payments (powered by Confido Legal) or LawPay. Without a connected payment processor, clients can still view and download their invoices.
1. How to Share an Invoice Payment Link
Lawcus allows you to share invoice payment links by copying the link directly or sending the invoice through email.
Option 1: Copy the Invoice Payment Link
Navigate to Billing → Invoices.
Open the approved or sent invoice you want to share.
Click More Actions → Invoice payment page link.
A Public payment link window will appear.
Click Copy to copy the payment link.
Share the link with your client through email, text message, or another preferred communication method.
The link will open the payment page for that specific invoice.
You can reuse the same payment link whenever needed. The page will automatically reflect the invoice's latest outstanding balance.
Option 2: Send the Invoice by Email
You can also send the invoice directly from Lawcus.
Navigate to Billing → Invoices.
Open the invoice you want to send.
Click More Actions → Send by Email.
Review or customize the email message.
Click Send.
When online payments are enabled, the email includes a payment link that clients can use to access the invoice and complete their payment.
Important: Invoice payment links are public and do not require authentication. Anyone with the link can view the information displayed on the payment page, including client details, invoice balances, and payment history. Share these links only with the intended client or authorized payer.
2. Understanding the Invoice Payment Page
When clients open an invoice payment link, they are directed to a page displaying their billing information.
The page is organized into several sections.
Firm Details and Payment Summary
The payment section displays:
Firm logo, name, and address.
Total amount due.
Available payment options.
Pay and Download invoice buttons.
Clients can choose between two payment options:
Total balance – Clear everything owed
Displays the total outstanding amount across all open invoices included on the page.
Current invoice
Displays the balance for the specific invoice associated with the payment link, along with its invoice number and due date.
The amount displayed on the Pay button automatically updates based on the selected option.
Account Summary
The Account Summary provides an overview of the client's billing information, including:
Outstanding balance: Total amount currently owed.
Current invoice: Amount associated with the selected invoice.
Amount paid: Payments already recorded.
Total credits: Credits applied to the client's account.
Open invoices: Number of invoices with outstanding balances.
Outstanding Invoices
The Outstanding Invoices section displays unpaid invoices associated with the client, depending on the firm's invoice settings.
Each invoice card may include:
Invoice number.
Client and matter details.
Invoice items, including flat fees, time entries, expenses, trust requests, or credit requests.
Outstanding balance.
Due date.
Payment status.
Invoices display status indicators such as:
OVERDUE: The invoice has passed its due date.
CURRENT: The invoice has not yet reached its due date.
Clients may also see messages such as Overdue by 3 days or Due in 12 days.
Viewing Invoice Details
Clients can click an invoice card to expand its details.
The expanded view displays:
Flat fees.
Time entries.
Expenses.
Subtotal and taxes.
Invoice total.
Payments received.
Applied credit notes.
Remaining amount due.
Each invoice also provides options to View invoice, Download, or Pay that specific invoice.
Applied Credits and Payment History
The Applied to Invoices section provides a record of credits and payments associated with invoices.
Credits applied may include the date, invoice, reason, and amount.
Payments applied may include the payment date, invoice, payment type, payer, notes, and amount.
Payment types may include Cash, Trust Account, and Confido Legal.
Note: The information displayed on the payment page depends on the firm's invoice template and individual invoice settings.
3. How Clients Can Make Payments
Clients can pay their invoices directly from the Invoice Payment Page when online payments are enabled.
Step 1: Select the Invoice or Balance to Pay
Clients can choose:
Total balance to pay all outstanding invoices included in the account balance.
Current invoice to pay only the invoice associated with the link.
Alternatively, they can click Pay on an individual invoice card.
Step 2: Open the Payment Checkout
Click the Pay button.
The Pay Your Invoice checkout panel opens beside the invoice, allowing clients to review invoice information while completing their payment.
Step 3: Choose the Payment Amount
Clients can select:
Pay full amount: Pay the entire outstanding amount.
Pay other amount: Enter a custom amount to make a partial payment.
If a partial payment is made, the remaining amount continues to appear as the outstanding balance.
Step 4: Select a Payment Method
Depending on the connected payment processor, clients can choose from the following payment methods.
Credit/Debit Card
Enter the required card information to complete the payment.
Bank Transfer (ACH)
Select Bank transfer and provide:
Bank account type.
Account holder name.
Routing number.
Bank account number.
ACH authorization.
Step 5: Enter Receipt Information
Enter the email address where the payment receipt should be sent in the Email for receipt field.
Clients may also choose to save their payment method for future use.
The Save payment method for future use option is selected by default but can be unchecked.
Step 6: Confirm Payment
Review the payment information and confirm the transaction.
Once the payment is recorded, it is automatically applied to the corresponding invoice in Lawcus.
The updated payment information appears under Payments applied, and the invoice's outstanding balance is adjusted accordingly.
Note: If the firm has enabled credit card surcharges through its payment processor, an additional charge may be displayed during checkout. Applicable charges depend on the payment processor's configuration and selected payment method.
4. How to Customize What Clients See
Lawcus allows firms to control the billing information displayed on the Invoice Payment Page.
These settings can be configured at two levels:
Invoice Templates: Define the default settings for invoices using that template.
Individual Invoice Options: Override the template settings for a specific invoice.
Configure Default Settings Using Invoice Templates
Navigate to Settings → Bill Settings → Invoice Templates.
Open the invoice template you want to modify.
Expand the Statement of accounts section.
Configure the available settings.
Click Save Changes.
The following settings control what clients can see:
Setting | Description |
Show outstanding invoices | Displays the client's other unpaid invoices and includes them in the total outstanding balance. Invoices can be grouped By Matter. |
Show client trust balance | Displays the client's available trust balance. |
Show client credit balance | Displays the client's credit balance. |
Only show Trust/Credit balances for matters on the invoice | Limits displayed trust and credit balances to matters associated with the invoice. |
Include Trust account in balance calculations | Includes the trust account when calculating balances. |
The invoice template also includes a Payments summary section, which controls how previous payments are displayed.
Customize Settings for an Individual Invoice
When creating or editing an invoice, you can customize its visibility settings under Invoice options.
Available options include:
Show trust balance
Show operating balance
Show payments
Show outstanding invoices
These settings override the invoice template configuration for that particular invoice.
Example: If you want a client to see only the invoice you sent, disable Show outstanding invoices under Invoice options. You can also disable this setting in the invoice template to change the default behavior.
5. How to Enable Online Payments
To allow clients to pay directly through invoice payment links, your firm must connect a supported online payment processor.
Navigate to Settings → Apps & Integrations → Online Payments.
Choose your preferred payment processor:
Lawcus Payments, powered by Confido Legal.
LawPay.
Click Connect.
Follow the instructions to sign in to your existing payment processor account or complete the required setup.
Complete the integration process.
Once the payment processor is connected, clients can access the Pay buttons and checkout through their invoice payment links.
Without an active payment processor integration, clients can view and download invoices but cannot make online payments.
Note: Payment processing fees, supported payment methods, and credit card surcharge settings are managed through your connected payment processor.
Summary
The Invoice Payment Page makes it easier for firms to share invoices, provide clients with visibility into their outstanding balances, and collect payments online—all without requiring clients to access the Lawcus Client Portal.
Frequently Asked Questions
Does my client need a Lawcus account to access the payment link?
No. Clients can open the invoice payment link directly in their browser without creating a Lawcus account or logging in.
Can clients pay only one invoice instead of the total balance?
Yes. Clients can select Current invoice to pay only the invoice associated with the link. They can also click Pay on an individual invoice card.
Can clients make partial payments?
Yes. During checkout, clients can select Pay other amount and enter the amount they wish to pay. Any remaining balance will continue to appear as outstanding.
Why does the payment page show a higher amount than the invoice?
The payment page may display the Total balance, which includes all outstanding invoices associated with the client.
To pay only the invoice received, the client can select Current invoice.
Firms can also disable Show outstanding invoices in the invoice template or individual invoice options.
Why is the Pay button missing?
The Pay button is available only when an online payment processor is connected.
Navigate to Settings → Apps & Integrations → Online Payments and connect Lawcus Payments or LawPay.
Can clients download their invoices?
Yes. Clients can use the Download invoice button or the Download option on individual invoice cards.
Are payments automatically recorded in Lawcus?
Yes. Online payments made through the payment link are automatically applied to the invoice in Lawcus and appear in the payment history.
Can clients pay through bank transfer?
Yes. When available through the connected payment processor, clients can select Bank transfer (ACH) during checkout.
Can I hide other invoices or trust balances from clients?
Yes. Navigate to Settings → Bill Settings → Invoice Templates → Statement of accounts to manage the default visibility settings.
You can also customize certain options for individual invoices.
Can I preview the payment page before sending it?
Yes. Open the invoice and select More Actions → Invoice payment page link. Copy the link and open it in your browser to review the information visible to your client.
Can anyone access the invoice payment link?
Yes. Invoice payment links are public and are not password-protected. Anyone with the link can view the billing information displayed on the page.
Always share the link only with the intended recipient.
Will clients receive a payment receipt?
Yes. Clients can enter their preferred email address in the Email for receipt field during checkout.