---
title: Confido Legal — How to Access Your Billing Statements (Interactive Tutorial)
---

Interactive tutorial — sample data, no real transactions

Hello, Confido Test Firm CT

# Transactions

We've updated the transactions experience. [Review updates](https://confidolegal.com/billing-statements-tutorial#).

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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 |  |

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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 |

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Back to Bills

# Confido Test Firm

### Bill Summary

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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

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| 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 |

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