Setup Billing & Payments

Set up billing so your firm can track charges, issue invoices, and accept payments. This includes connecting LawPay, PayPal, or QuickBooks.

When to complete this task

Before creating invoices or taking client payments.

Basic steps

• Go to Admin Tools → Billing Item Types and create categories
• Add billing items under Billing Items
• Connect a payment gateway (LawPay, PayPal, QuickBooks)
• Enable trust account rules if needed

Step-by-step instructions

Step 1: Navigate to Your eimmigration Portal URL

Step 2: Click Administrative Tools in Top Right corner

• Hover over Cog icon in top right corner
• Click Administrative Tools

Step 3: Select Billing Item Types and add categories such as Filing Fee or Consultation

• Under Types, select Billing Item Types
• Select Add Billing Item Type
• Fill in the name

Step 4: Select Billing Items and create specific items with codes, descriptions, and rate

• Navigate back to the Administrator home page by either
  • Hovering over the cog and selecting Administrative Tools
  • Clicking Administrator - Home at the top of your current screen
• Select Billing Items under File Access
• Click Add Billing Item
• Enter in the info
• Click Save

Step 5: In Application Settings → Payment Gateway, connect your LawPay, PayPal, or QuickBooks account

• Hover over Cog icon in top right of eimmigration portal
• Select Application Settings
• Select Payment Gateway from the righthand rail 
• Select Authorization
• Select LawPay or PayPal
• For Quickbooks select Intuit Quickbooks from the righthand rail of Application Settings
  
  • Select Authorize to authenticate
  • Select Settings to make changes to the charge status 

Step 6: If your firm uses trust deposits, enable Trust Account Rules

• Select Billing from the righthand rail of Application Settings
• Scroll to the bottom section labeled Trust Account
• Enable or Disable any settings 

Step 7: Save Your Changes

• Click Save button at top of billing settings 

Video walkthrough

Helpful hints

Clients won’t see online payment options until the gateway is authorized. QuickBooks integration flows one way (to QuickBooks).