Client invoicing
Send invoices for hourly billing, flat fees, or retainers directly to a client, with payment collected online or by phone without requiring an in-person office visit.
Invoicing and secure payment links built around trust account considerations.
A law firm collecting retainers and invoices by card has to be careful about how those funds are handled, particularly when trust account funds and operating funds need to stay separate. Tasskel Pay's payment tools support client invoicing and secure payment links configured to route retainer and fee payments appropriately, alongside a cash discount program that keeps processing fees from being deducted out of a client payment that needs to arrive at its full amount.
Send invoices for hourly billing, flat fees, or retainers directly to a client, with payment collected online or by phone without requiring an in-person office visit.
Configure payment types so retainer or trust funds and operating fees are routed appropriately, helping a firm keep its accounting consistent with bar association expectations.
A countertop terminal for in-office payment is included through the Free Equipment Program for firms that also collect payment in person.
A firm collecting $40,000 a month by card can lose $1,200 or more to a standard processing rate on funds that may need to be passed through in full. The cash discount program applies a disclosed card price instead of deducting from the payment.
Outstanding invoices, payment status, and collections by matter are available in the Tasskel business suite, helping billing staff reconcile client accounts without a separate system.
Payment types can be configured to route retainer or trust-related payments separately from standard operating fee payments; firms should confirm setup meets their specific bar requirements.
Yes, secure payment links allow clients to pay invoices without visiting the office.
No, under the cash discount program a disclosed card price is applied at the time of payment rather than deducted afterward.
A countertop terminal is included at no cost for firms that also collect payment in person.
Complete your online merchant application, keep 100% of your card sales, and unlock the full Tasskel business suite with your account.