How do billing and payments work with Soluno?

This article outlines how to accept payments through Soluno.

Prerequisites

• To send emails via Soluno, you must first configure Soluno with your email system. You will also need to configure all clients to receive email invoices.
• You can also use these steps for Trust Requests. But first, set up your retainer arrangement in Soluno by going to File Manager > General > Billing Settings.

Add Payment Links on Invoices & Trust Requests

• Log in to Soluno.
• Navigate to Billing > Request Invoice.
• Approve and release the invoice. The invoice can be emailed directly via Soluno or you can download the invoice as a PDF, then send it to the client separately.
• After the invoice is finalized, a Confido Legal Payment Link will be automatically created and added to the invoice. If you send the email via Soluno, the Payment Link is also added to the email.
  
• You can find the corresponding payment link by logging into Confido Legal and going to Payments > Payment Links.
• Clients can click the link provided on the invoice or email to make their payments.
• Payments made on Soluno invoices are automatically applied.