Smart Invoicing with triConvey

Get paid faster with triConvey's smart invoicing features, allowing you to send invoices and collect payments electronically.

Table of Contents

• Set up Smart Invoicing
  • Credit card payments
  • Electronic invoices
  • Email templates
• Making use of Smart Invoicing
  • Request and receive trust funds via credit card payment
  • Give your client access to their outstanding invoices
  • Request and receive payment on invoices via credit card
  • Provide your client with additional details about their invoice

Set up Smart Invoicing

To get started, set up your firm to accept credit card payments, in combination with customised electronic invoice descriptions and invoice email templates.

Credit card payments

Get your firm set up to accept card payments with triConvey's credit card payment integration powered by Stripe.

Electronic invoices

Enable descriptions on demand when sending out invoices:

1.    Open the triConvey Companion Site Web App.

2.    Select the gear icon from the bottom-left corner and select Firm Settings.

3.    Select Invoice Settings from the left panel.

4.    Select Enable eInvoices and click Group by Staff.

5.    Scroll down and select the eInvoice tab.

6.    Select Enable Descriptions on Demand and adjust the wording that is displayed on the invoice.

Email templates

Customise the wording in invoice emails sent to your client.

1.    Select the gear icon from the bottom-left corner and select Firm Settings.

2.    Select Email Templates from the left panel.

3.    From the Invoices tab, adjust the Email Subject and Email Body for invoices to be sent from your firm.

Tip:  You can insert placeholders for fields to be populated by triConvey, such as Debtor Name and Invoice Amount Due.

Making use of Smart Invoicing

Once you are all set up, you can:

• Easily request and receive trust funds via credit card payment.
• Give your client access to all of their outstanding Invoices in your Billing Portal.
• Make it easier to get paid by requesting and receiving payment on invoices via credit card.
• Automatically provide the client with additional detail about your invoice when they need it.

Request and receive trust funds via credit card payment

Process credit card deposits into the Trust Account made over the phone, in person or via email.

For deposits made over the phone or in person

1.    Select the Transactions tab.

2.    Select Credit Card Deposit.

3.    Enter the amount, reason and credit card details.

4.    Select Process.

To send a request to deposit funds via email

1.    Select the Transactions tab.

2.    Select Credit Card Deposit Request.

3.    Check the email fields and make adjustments if needed.

4.    Select Send Now.

5.    An email will be sent with a link to the payment portal where the credit card payment can be made.

Give your client access to their outstanding invoices

1.    Navigate to the Invoices tab and select any invoice with the status in Draft.

2.    Enter a summary in the Summary text box.

3.    Select Final from the top-right corner.

4.    Select Send invoice via Email.

5.    Select Finalise and Send.

6.    Check the email fields and make adjustments if needed.

7.    Select Send Now.

8.    The debtor/s will receive an email with a link to access your Billing Portal. From here they can review their outstanding invoices.

Request and receive payment on invoices via credit card

Once you've integrated triConvey with Stripe, your client will be able to pay any outstanding invoices via credit card, directly from the invoice email or PDF.

Pay from the invoice email

Pay from the Billing Portal

Pay from the PDF copy of the invoice

Provide your client with additional details about their invoice

Your client can request additional details about an invoice in the Billing Portal by expanding the Fees section and selecting Request Additional Info.

To answer this request:

1.    Open triConvey and navigate to the Time & Disbursements tab.

2.    Select Detail Requests.

3.    Select the request that you want to respond to.

4.    Select Pre-populate response. The description of work will be automatically filled out based on information captured from triConvey Activity Tracking feature.

5.    You can edit the pre-populated response by typing in the Description of Work text box.

6.    Once you're ready to send the additional details, select Mark as ready and then Send Response.

7.    Your client will receive an email with a link to access the Billing Portal, where they can review the additional details that you've provided.