Managing your cases is only part of running a successful immigration practice—you also need an efficient way to track time, invoice clients, collect payments, and know exactly where balances stand.
In this one-hour training session, we’ll show you how to use eimmigration’s Billing and Payments tools to:
● Generate time-based expenses and invoices
● Collect credit card and ACH payments
● Offer payment plans and automatic payments
● Monitor client balances, payments, and billing history
● Set up and manage trust accounting
● Speed up collections with automated payment reminders
● Use billing reports to better understand your firm’s financial activity
Whether you’re already using eimmigration for billing or considering bringing more of your financial workflow into one system, this session will help you get more out of the tools available to your firm.
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