All About Billing in eimmigration: Invoices, Payments, Trust & Reports

Hosted by Vanessa Vargas

Feb 13, 2026

|

10:00 AM PT

Billing doesn’t have to be complicated. eimmigration’s Billing & Credit Card Processing modules are designed to help you stay compliant, get paid faster, and maintain full visibility into client balances.

In this session, you’ll learn how to:

Create invoices and expense reports
Accept online payments and enable autopay
Track balances, payment history, and outstanding invoices
Set up trust accounting and payment plans
Automate billing reminders and overdue notifications
Run billing and financial reports for better oversight

This training is ideal for firm owners, admins, and billing staff who want a smoother, more transparent billing process.

On Demand Webinars

Webinar: eimmigration Administrator Portal Settings & Customizations

Learn how to navigate administrative settings and customization for your eimmigration account. Dive into eimmigration Case Management, Contact Relationship Management (CRM), Workflow Automation, Document Assembly, Client Intake, Billing, Reporting, Smart Alerts, USCIS & Priority Times Tracking, e-Filing, ...

Watch Video

Webinar: eimmigration Basic Training for New Users

If you are new to eimmigration and want to learn how to use the system use this ondemand webinar to learn the basic steps such as opening profiles, linking members, and creating cases to work on Forms.

Watch Video

Webinar: eimmigration en Español!

¿Es nuevo en eimmigration? Esta capacitación es para usted. Cubriremos las funciones más importantes que todos necesitan conocer para comenzar a usar eimmigration.Esta sesión interactiva repasa todos los conceptos básicos y le brinda la oportunidad de hacer sus preguntas en vivo.

Watch Video