Resource Library

Manage fees, process payments and track time with Invoices & Payments.

Sign-up for the integrated payment processing and time tracking tool.

Set up the feature by adding hourly rates, fee categories, and fee templates.

Apply a fee template and manage fees in Invoices & Payments.

Process one-time cash, credit/debit and ACH payments with Invoices & Payments.

Create and customize an automatic payment plan using Invoices & Payments.

Initiate full or partial refunds for processed payments in Invoices & Payments.

Use Invoices & Payments to determine case effort based on hourly rates.

Log payments received from the trustee through the Chapter 13 plan.

View upcoming and declined payments, and generate reports.

Create custom forms and documents using the Additional Documents Library.

Review steps to prepare initial and post-petition filing.