Sending a Quick Bill
Overview: This article will walk you through the steps on how to send a LawPay Quick Bill directly from TrustBooks.
Step 1. Start on the Dashboard Page and select Deposits and Send Quick Bill.
Step 2. This will open up the Send Quick Bill Page. Select The Account you want to send the bill from. Select the Client and or Client with Matter, Enter the Reference/Description, the Amount, Client Email Address and First and Last Name.
Note: You can also fill in the Subject Line and Custom Text. A Secure custom payment link will be embedded in the email message.
Step 3. Select Send