TriSearch TriSearch Help Centre
System Status
  1. The Campus
  2. Library
  3. Billing and Invoicing

Billing and Invoicing

Firm Settings

Firm Settings

  • Customise invoice templates
  • Smart Invoicing with triConvey
  • Disable the Pay button and Payment QR code for a matter's invoices
  • Set up the eInvoice Portal
See 11 more
Invoicing

Invoicing

  • Create an invoice
  • Create a fixed fee invoice
  • Create invoices in bulk
  • Add a surcharge to an invoice
See 17 more
Payments

Payments

  • Record a payment to an invoice
  • Pay an Invoice from Trust Funds
  • Create a trust to office transfer
  • Reverse an Invoice Payment
See 12 more
Billing Reports

Billing Reports

  • Billed Fees & Disbursements Report
  • Income Allocation Report
  • Invoice History Report
  • Matter Cost Estimates Report
See 10 more
TriSearch
  • Remote Assistance
  • Legal Policies & Terms
  • @2024 triSearch Services