Turn client payments off
Updated Oct 23, 20261 min read
Applies to every firm. Only the firm owner can change this setting.
With payments off, fee agreements go out without a payment link and the matter opens once the agreement is signed. You collect the payment outside Initio.
Turn payments off
- Sign in as the firm owner.
- Open SettingsClient intake.
- Switch off Client payments.
What changes
Fee agreements now go out without a payment link, and the matter opens once the agreement is signed. The same switch turns payments back on. If your Confido Legal application isn't finished, finish it when you turn payments back on.
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