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Fees, invoices, client money

Billing & payments

Set an agreed fee when a client is taken on for a matter, raise invoices, and record payments manually — while keeping office money and client money correctly separated.

Fee per matter

Fixed fee, hourly, consultation or payment plan — agreed at case level.

Manual payments

Record cash, bank transfer, card terminal or cheque against an invoice.

Office vs client money

Every payment is tagged so the distinction is never lost.

Clear balances

Each matter shows its outstanding balance at a glance.

What you get

Built for how firms actually work.

  • Invoice types: fixed, hourly, consultation, disbursement, VAT, final bill, refund, credit note
  • Invoice states: draft, issued, sent, viewed, part-paid, paid, overdue, cancelled, refunded, written-off
  • Refund requests with approval
  • Online card payments on the roadmap

Why it matters

Agree a fee per case and record payments — with office vs client money kept separate.

Every action here is permission-controlled and captured in the append-only audit log — so the firm is protected and the client is reassured.

Explore more of the platform

See Fitzentic run your firm.

Book a 30-minute walkthrough, or start a free trial and explore it yourself.