Interactive tutorial — sample data, no real transactions

Payment Links

Standing Links

Stored Payment Methods

Subscriptions

Filter by: Latest Activity ▾ Status ▾ Client ▾ Name ▾ Method ▾ Card Brand ▾ Nickname ▾ Revenue ▾ ☰ More Filters

Latest Activity ↓	Status	Client	Name	Method	Card Brand	Nickname	Revenue	Surcharge	View/Edit	Process Payment
Just Now	Active	Nathaniel	Nathaniel	Credit	VISA - 0000	+	$0.00	Disabled
Process Payment From VISA credit - 0000 Amount $✓ Deposit Account Select… Cost account (operating) My Trust Account (trust) Matter Select… New Matter Retainer Fee Email Address for Receipt Surcharge Fees Add a 3% surcharge to credit card stored payment Cancel & Close Confirm Payment Details Amount: $100.00 + $0.00 surcharge fee Deposit Account: Cost account (Operating ...3334) Matter: — Email Address for Receipt: — Go Back Payment Successful Nathaniel's payment of $100.00 from VISA credit - 0000 to your Cost account was successful.
8/2/2026	Active	Morgan Ellery	Morgan Ellery	Credit	VISA - 4242	+	$2,340.00	Enabled
7/29/2026	Active	Priya Anand	Priya Anand	Debit	VISA - 0000	+	$1,120.00	Disabled
7/22/2026	Active	+	Devon Castellano	Credit	AMEX - 1005	+	$500.00	Enabled
7/14/2026	Active	Casey Nakamura	dume	Debit	VISA - 1111	+	$935.00	Disabled
7/2/2026	Active	Jordan Feld	Jordan Feld	Debit	VISA - 1111	+	$50.00	Disabled
6/28/2026	Active	+	Sasha Okafor	Debit	VISA - 1111	+	$120.00	Disabled
6/11/2026	Active	Riley Bennett	sadew	Credit	VISA - 2220	+	$0.00	Disabled
6/11/2026	Active	Alex Whitman	fail	Credit	MASTERCARD - 5588	+	$0.00	Enabled
6/11/2026	Active	Riley Bennett	john doe	ACH	ACH - 5453	+	$0.00	Disabled

Showing Records 1-9 of 9

Transactions

Date ↓	Client/Matter	Amount	Bank Account	Method	Status	Paid by/Paid to
9/15/2026	Nathaniel Retainer Fee	$100.00	Cost account *3334	VISA CREDIT *0000	PENDING	Nathaniel nathaniel@example.com
9/12/2026	Margaret Chen Chen Living Trust	$1,200.00	Trust Account *8631	VISA CREDIT *4242	DEPOSITED	Margaret Chen
9/9/2026	Sarah Whitman Whitman v. Whitman	$5,000.00	Trust Account *8631	VISA DEBIT *1881	DEPOSITED	Sarah Whitman
9/3/2026	Rivera & Associates Series A Financing	$4,500.00	Operating Account *3334	ACH *2432	DEPOSITED	James Rivera

Showing 1-4 of 4

Total payments: $10,700.00

Confido Test Firm

Credit/Debit card

Bank transfer

We impose a surcharge of 3% on the transaction when paid with a credit card which is not greater than our cost of acceptance. We do not surcharge debit cards.

Email for receipt

Card Details

Name on card

Zip code

Card number Test Cards

Exp

CVV

Privacy policy Terms of service Powered by Confido Legal

Link copied