Billing & Plans is where your plan, invoices, credits, and payment methods live.
Open Billing & Plans
Click Billing & Plans in the left sidebar.
Plans
The plans available to your organization and which one you are on.
Invoices
Every case charge with its total and payment status. Filter by Case, or by All, Open, Paid, or Failed.
Credits
Your pre-purchased credit balance and every grant and deduction. Credits are applied to invoices automatically until they run out.
Payment methods
How your firm pays platform charges and its plan fee, plus your billing contact and address under Billing Details. Client-billable charges are collected separately from each client of record.
