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Maintain a detailed and accessible record of funds held in trust. Track payments, disbursements, losses and gains at any given time. All from a single dashboard.

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Updated on June 7, 2023

Docy

Online Payments

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  1. Click on Billing on the menu bar
  2. Select Invoice
  3. Click on New Invoice
  1. Fill out the relevant fields and click on Next
  1. Input bill terms, Flat fees, Expenses and time entries if relevant 
  2. Click Show more options
  3. Click Enable on enable online payment
  1. Select your preferred online payment method and fill in your details to link your account 
  1. On your invoice, add the online payment and click on Save as draft

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