Transactions
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| Date ↓ | Client/Matter | Amount | Bank Account | Method | Status | Paid by/Paid to | ||
|---|---|---|---|---|---|---|---|---|
| 7/12/2026 | Thomas Bradley 1420 Oak St Purchase |
$7,600.00 | My Trust Account *8631 |
VISA CREDIT *4242 |
DEPOSITED | Thomas Bradley | ||
| 7/9/2026 | Rivera & Associates Series A Financing |
$4,500.00 | My Operating Account *3334 |
ACH *2432 |
DEPOSITED | James Rivera jrivera@riveralaw.com |
||
| 7/3/2026 | Margaret Chen Chen Living Trust |
$1,200.00 | My Trust Account *8631 |
VISA CREDIT *4242 |
DEPOSITED | Margaret Chen | ||
| 6/28/2026 | Sarah Whitman Whitman v. Whitman |
$5,000.00 | My Trust Account *8631 |
VISA DEBIT *1881 |
DEPOSITED | Sarah Whitman |
Showing 1-4 of 59
Total payments: $130,770.00
Billing
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| Bill Date ⋮ | Status ⋮ | Total Fee ⋮ |
|---|---|---|
| 7/15/2026 | OPEN | $2,526.92 |
| 7/1/2026 | PAID | $4,631.78 |
| 6/15/2026 | PAID | $2,890.38 |
| 6/1/2026 | PAID | $3,098.35 |
| 5/15/2026 | PAID | $2,860.48 |
| 5/1/2026 | PAID | $5,379.96 |
| 4/15/2026 | PAID | $1,932.44 |
| 4/1/2026 | PAID | $3,942.15 |
| 3/15/2026 | PAID | $2,104.60 |
| 3/1/2026 | PAID | $6,215.30 |
Showing 1-10 of 31
Back to Bills
Confido Test Firm
Bill Summary
Total$3,098.35
Effective Rate1.78%
Number of Payments143
Total Payment Volume$174,261.29
Average Payment Amount$1,218.61
Total Surcharge Savings$725.52
StatusPAID
Bill Period5/1/2026 to 6/1/2026
Bill Items
No active filters
| Created On | Description | Bank Account | Fee |
|---|---|---|---|
| 5/31/2026 | $375.00 VISA DEBIT *3312 Jamie Whitfield |
WT Standard Trust | $11.06 |
| 5/30/2026 | $592.50 VISA CREDIT *7741 Morgan Castillo |
WT Income | $17.48 |
| 5/30/2026 | $500.00 VISA CREDIT *2210 Casey Odom |
WT Standard Trust | $14.75 |
| 5/30/2026 | $375.00 AMEX CREDIT *9987 Drew Falkner |
WT Standard Trust | $11.06 |
| 5/29/2026 | $87.81 VISA DEBIT *4456 Riley Beaumont |
WT Standard Trust | $2.59 |
| 5/29/2026 | $375.00 ACH *1023 Sam Ferreira |
WT Standard Trust | $3.75 |
| 5/29/2026 | $3,062.50 ACH *6650 Alex Merritt |
WT Standard Trust | $30.00 |
| 5/29/2026 | $200.74 VISA DEBIT *8823 Taylor Nakashima |
WT Income | $5.92 |
| 5/29/2026 | $306.07 VISA DEBIT *8823 Taylor Nakashima |
WT Income | $9.03 |
| 5/29/2026 | $3,062.50 AMEX CREDIT *5501 Jordan Vance |
WT Standard Trust | $90.34$0.00 |
| 5/29/2026 | $250.00 DISBURSEMENT to Morgan Ellery |
WT Income | $3.00 |