Online payments
Clients pay by link, and nothing posts until someone confirms it
Bills, money on account and client money are paid by mobile money or card through the firm's own provider accounts, and every payment waits to be confirmed before it reaches the books.
Who uses it
What each person does with it
- Accountant
- Confirms what each provider took, records payouts with the fees kept from them, and works the exceptions list until it is empty.
- Associate
- Sends a client a request to pay a bill, money on account or money for the client account, by email or text message, from the bill or the matter.
- Partner
- Approves refunds someone else asked for, and sees requests unpaid past their day on their matters.
- Managing partner
- Connects the firm's own merchant accounts, says which take office money and which client money, and sets the fees and the rules.
What it does
Online payments, in detail
Marked as in the product today or still being built.
The firm's own provider accounts
In the productPaystack, Hubtel, Xtopay and Flutterwave connected with the firm's own keys, sealed once checked; the cheapest connection takes each way of paying unless one is pinned.
Requests and pay links
In the productA request by email or text with part payments, a due day and reminders; a posted bill can carry its own link and QR code.
Confirmed before it posts
In the productWhat a provider took waits as a held receipt until someone confirms it; client money always waits, office money may post at once if the firm chooses.
Saved cards, wallets and schedules
In the productA payer's standing consent to be charged, used once, every period, on a payment plan's days or to keep a matter's client money topped up.
Payouts, fees, refunds and disputes
In the productPayouts matched to the payments they hold, fees kept from client money owed back by the office, refunds approved by a second person and disputes kept to the provider's deadline.
Help centre
How it works in practice
The guides a firm's people use, open to anyone deciding whether it fits.
- Take payments onlineConnecting the firm's own provider accounts, asking clients to pay by link, confirming what providers took, scheduled charges, payouts and fees, refunds, disputes and exceptions.
- Payment plansAgree instalments with a client for one or more of its bills, and see each instalment's standing as the client pays.
- Asking for funds on accountAsk a client to pay money on account into the client account, send the request as a letter or by email with a pay link, see what has come in, and keep a retainer topped up.
- Receipts and applying money to billsRecord money received into the office or client account, apply it to bills with any tax the client withheld, bank and return cheques, issue the receipt and keep withholding certificates.
See it against your own matters
A 45 minute walkthrough using your own matters. No commitment, and nothing to install to watch it.