Receiving payments without creating payment obligations allows you to efficiently collect payments for legal services or fees without immediately associating them with specific cases, providing flexibility in your client management.

Why Receive Payments Without Creating Payment Obligations?

Receiving payments without creating payment obligations on eCourtDate can be helpful when collecting payments for legal services or fees without immediately associating them with specific obligations or cases.

Prerequisites

Receiving payments without creating a payment obligation requires adding billing and payout account information. 

How to Receive Payments Without Creating Payment Obligations

Step 1) Create a Payout Account in Billing. Click here to Learn How to Setup a Payout Account in Billing.

Step 2) Create a Payment Portal. Click here to Click here to learn How to Setup a Payment Portal.

Step 3) Create a Pay Link. Click here to learn How to Setup a Payment Link

Step 4) You can share the payment link with your clients; You can either share the QR code with them, copy the link, and add it to your website, or copy the link and send it to your client(s).

What to Expect

After sharing the link with your clients, they can pay on the portal, enabling you to receive payments and funds easily for your legal services and fees.

Frequently Asked Questions

Question: Are there any limitations to receiving payments without obligations?
Answer: Receiving payments without obligations is flexible, but it is essential to accurately associate payments with their corresponding clients as needed for reporting and compliance.