Smith & Associates Law
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Smith & Associates Law
SM
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⚡ Bulk Charge
⚡ Bulk Process — Approved Charges
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Stage
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Amount
—
Close Date
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Owner
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Service Date
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Charges
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Payment progress
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Client Name
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Stage
Booked
Close Date
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Opportunity Owner
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Client Email
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Description
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Opportunity Name
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Client Name
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Description
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Enter Card — Phone Order
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Charges
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Submit Charges for Processing
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Retainer ($)
Invoice ($)
Vendor Disbursement ($)
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Matter Number *
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Total Amount
Service Date
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Description
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Authorization Record
Matter
Client
Amount
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Client E-Signature
No signature on file
Card Details
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Card Number
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Expiry
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Name on Card
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CVV
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Closing in
60
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do not screenshot
📞 Phone Order — Enter Card
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Card Number
Cardholder Name
Expiry Month
Expiry Year
CVV
Keyboard Shortcuts
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${[ ['/','Focus booking search'], ['Ctrl+Enter','Submit charge form'], ['Esc','Clear search or close'], ['?','Show this help'], ['Ctrl+P','Print current booking'], ].map(([k,d]) => `
${d}
${k}
`).join('')}
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