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Accounting answers one question: what is outstanding, and on which matter. Everything in it is read-only except Pay Now — invoices are issued by the agency handling your matter, and you receive an email each time one goes out.

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One entry per service

Accounting in the left nav splits by service line, not one combined ledger:
  • Accounting → Transcription: Unpaid, Pending, Paid.
  • Accounting → Proceedings: Unpaid, Paid.
An entry only appears for a service enabled on your account (or shared with you), and an Action Required entry appears above them while something is overdue.
There is no cross-service list. An invoice for a deposition and one for a transcript never share a table, even on the same case — check both before you conclude an account is clear.

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Unpaid

Everything issued and still owed, with Pay Now on each row. Rows carry the invoice number (T-{job}-INV-{n} or P-{job}-INV-{n}), issue and due dates, the case, the amount, and the QuickBooks document number. A warning triangle appears on the due date as it approaches and turns red once passed. On Proceedings, the Applies to column says what the invoice covers — Deposit, Services, or a specific order; one invoice can carry several. Transcription shows the same distinction on the invoice’s own page. The Lines number in any row opens the itemised breakdown in place, and the menu beside Pay Now holds the PDF download and any files the agency attached.

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Pending — transcription only

A look-ahead, not a status: jobs finished with production but not yet invoiced. Rows show case, pages, and minutes — no amount, no due date, nothing to pay. A job drops off the moment its invoice is issued and reappears under Unpaid. The settled history, with paid date alongside issue date, and the PDF download on each row.
A voided invoice appears on neither tab — it shows in the Invoice History table on the job’s own Invoices tab.

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Action Required

Accounting → Action Required lists invoices that are unpaid and past due, split into a transcription and a proceedings table, every row with Pay Now. It has its own page — see Action Required.

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Finding one invoice

The search box on Unpaid and Paid matches more than the case name:
  • A full invoice id — T-482-INV-2 — or a bare job id (T-482 returns every invoice on the job).
  • The QuickBooks document number from the PDF or the email.
  • Part of the case name or number. Transcription also reaches your reference, appeal case, judge, and court; Proceedings reaches witness names.
Filters narrow by created/due dates (Paid tabs add paid dates), Proceedings adds an Applies to filter, and a Recipient filter appears when someone has shared billing with you. Search and filters survive paging.

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Paying

Pay Now hands you off to QuickBooks in a new tab — the full flow, including the pop-up trap and why the button can be greyed out, is Pay an Invoice. Beyond Accounting, Pay Now also appears on a job’s Invoices tab and invoice page, the transcription overview call-to-action, the Active lists, the per-service Action Required queues, a proceeding’s order page, and your dashboard panels. On the Past lists it lives in the hover card on the invoice number badge — the row action there is the download.

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Payment on Delivery

Some jobs and orders hold the finished work until payment. The job sits one step short of complete with a Pay Now prompt where the download would be, and paying unlocks the download immediately. The requirement is copied onto each job or order from your account’s default when it’s created, and from then on belongs to that one piece of work. Asking the agency to change your default affects new work only; a job already in flight has to be changed on that job.

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Invoice emails

Every invoice is emailed when issued; these emails cannot be switched off. The PDF is attached and a no-login QuickBooks payment link rides in the message body — not inside the PDF, so forwarding only the attachment forwards no way to pay. An unpaid invoice gets a reminder on its due date and an overdue notice a week after. Who receives all of this is the Invoice Recipients card on your profile — and recipients are resolved when each invoice is sent, so adding a CC today affects the next invoice, not ones already out.

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Copies and receipts

Download Invoice pulls the PDF fresh from QuickBooks each time, named after the case and document number. It’s on every Accounting tab’s row action, each invoice page, and the dashboard’s Payment History panel (labelled Receipt there). Like Pay Now, it’s unavailable until the invoice reaches QuickBooks.

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When someone else handles your billing

Some firms centralize billing on one account. If yours is set up that way, invoices for your work are issued to that account and go to its recipients — the signal is that the Invoice Recipients card is missing from your profile. Those invoices won’t appear in your own Accounting either; ask the billing account to share billing access with you if you need to see them. Only the agency can set up or change the arrangement. The other direction: with billing access to a colleague’s account, their invoices appear alongside yours with a Recipient column and filter to tell them apart, and you can pay them. If billing access is all you have, your dashboard becomes a statement of account — see Dashboard. Access grants are covered in Account Sharing.