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Help Articles for Payments

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How to manage payments and assign to clients. Create one-off and recurring payments.

Payments

How to manage payments

Create payment records on the Payments page, attach a client, assign a flow and a portal, then track status and export the results.

9 min read Updated Sep 6
Payments

How to track and manage payments

Create payment records, attach clients, share portal payment links, and track balances from the Payments page in eCourtDate.

9 min read Updated Sep 6
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