How to Set Up PantherPayments
In this video we'll walk you through 4 simple steps to get paid faster & collect more on the dollar:
Setting up your PantherPayments Account
Customize your Invoices
Send Invoices to Receive Payments
Requesting A Retainer or Trust Payment
Tips & Tricks
In this video we'll go over best practices to ensure fast payment and better collection rates with PantherPayments:
Review Your Payments
Reconcile Your Account
Get Valuable Insights About your Firm
Get The Most Out of PantherPayments
In this video we'll go through ways for you to automate your collection processes to save you time and collect more:
Setup Recurring Trust Payments
Generate Invoices
Record Payments on a Payment Plan
Route Recurring Invoice Payments Through Trust
Transfer Payment Plans
In this video, learn how to transfer Payments Plans from your previous processor to the new and improved PantherPayments.
Switching to PantherPayments
In this video, we'll go over new features & PantherPayments functionality
Refunds
Improved Reporting
Notifications