Credit requests in Lawcus enable you to send upfront payment solicitations to your clients. These requests result in funds being deposited into your Operating Account, and the corresponding balance decreases as the credit request is issued in the client's name. Follow the simple steps below to create a credit request and streamline your payment process.
Steps to create Credit Requests
Click and open Billing from the left menu and select the Accounts Tab.
Click on the Dropdown Option right next to New Account.
Select Credit Request from the available options.
Select the Client and Matter for which you want to raise the Credit Request. The client selection is mandatory.
Specify the Amount in the designated field. Optionally, you can include a brief note for the client's reference, providing any relevant details or context about the request.
You can also skip the approval process of Credit Requests by clicking on the Skip approval process checkbox.
Select the Template as per your requirement. The Default template will be applied automatically.
Confirm all entries and click the Create button to generate the credit request. Lawcus will now process your request, and the client will be notified.
You have now successfully created a credit request using Lawcus. Your client will receive a notification with the payment details, and upon completion, the funds will be deposited into your Operating Account. This streamlined process makes it easier for you to manage payments and maintain a transparent financial relationship with your clients.
Create a Credit Request from an Operating Account
You can also create a Credit Request directly from an Operating Account:
Go to Billing > Accounts.
Open the desired Operating Account.
Click the dropdown next to Deposit.
Select Credit Request.
Enter the required details and create the request.
The Credit Request will be sent to the client for payment, and completed payments will be recorded in the Operating Account.