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
Billingfrom the left menu and select theAccounts Tab.Click on the
Dropdown Optionright next toNew Account.Select
Credit Requestfrom the available options.Select the
ClientandMatterfor which you want to raise the Credit Request. The client selection is mandatory.Specify the
Amountin 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
Skip approval processcheckbox.Select the
Templateas per your requirement. The Default template will be applied automatically.Confirm all entries and click the
Createbutton 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.
Credit requests can also be created from the respective Account page as well. Click on the desired operating account and under the dropdown next to Deposit, click on Credit Request.
Account-to-Account Transfer
Click and open
Billingfrom the left menu and select theAccounts Tab.Click on the
Dropdown Optionright next toNew Account.Select
Account to Account Transfer. Alternatively, click open an account and click on theDropdown Optionnext toDepositand selectAccount to Account transfer.
Select
ClientandMatter(if required).Select the
Source AccountandDestination Account,DateandAmount.Add
Notefor internal reference and click onSave.
Matter to Matter Transfer
Click and open
Billingfrom the left menu and select theAccounts Tab.Click on the
Dropdown Optionright next toNew Account.Select
Matter to Matter Transfer. Alternatively, click open an account and click on theDropdown Optionnext toDepositand selectMatter to Matter transfer.
Select
ClientandMatter(if required).Select the
Source MatterandDestination Matter,DateandAmount.Add
Notefor internal reference and click onSave.
You may also transfer the client balance to a matter in this method.