Onit Documentation

Payments in Counsel Exchange

by Michael Nadeau Updated on

Here's how to locate a listing of invoice payments within Counsel Exchange:

  1. After selecting your client, go to the Payments option on the left-hand-side menu. 

     

  2. The Payments screen will display key invoice payment information.

    Information displayed includes the Invoice #, Type, Reference #, Date, and Amount. Click the up/down arrow at the top of each column to sort by that column. 

    You can also use the Manage Filters and Payment Type options, along with the Viewing drop-down menu, to customize the screen view. Use the search bar to search for a specific invoice. Click the links in the Invoice column to open that invoice screen. 

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