Legal Payment Links

Admins can create secure online payment links for sent invoices from the Invoice Generator. Clients can also start payment for eligible contact-owned invoices from the Client Portal when legal payments are enabled.

Before You Start

• A firm admin must enable legal payments.
• A Stripe Connect account must be configured for the firm.
• The invoice must be sent, viewed, partially paid, or overdue.

Draft, paid, voided, and written-off invoices cannot receive payment links.

Create A Payment Link

1. Go to Dashboard > Invoice Generator.
2. Find a sent or overdue invoice.
3. Select the link icon in the invoice row, or open the invoice preview and choose Payment Link.
4. CaseSolo opens the hosted Stripe Checkout link and copies it when browser permissions allow.

Client Portal Payments

Clients can open Portal > Invoices to review visible invoices assigned to their contact record. The portal shows invoice totals, amount paid, amount due, line items, notes, and case number. Selecting Pay verifies the invoice belongs to the authenticated portal contact before creating a Stripe Checkout link through the same legal payment controls as staff-created links.

Portal payments are implemented locally and covered by focused API tests. Launch signoff still requires a browser receipt and Stripe sandbox checkout/webhook evidence.

Trust Payments

Trust-destination links are intentionally gated. If enabled by the firm, CaseSolo records the Stripe payment for manual trust-ledger review instead of automatically depositing it into the trust ledger.

If a link cannot be created, check legal payment settings or ask a firm admin to confirm Stripe Connect readiness.