Notify billing team when matter invoice is paid
Notify billing team when matter invoice is paid
Your paid matter invoices in your practice system can go unnoticed, delaying reconciliation and client acknowledgement. Get payment alerts so billing staff reconcile accounts before the next billing run.
Overview
When a matter invoice is marked paid, your billing staff and responsible lawyers need immediate visibility to reconcile and close the file. This workflow routes targeted payment alerts so accounts are reconciled within minutes and duplicate collections are avoided before the next billing run.