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Where can I access my firm’s Account Statements and Invoices?

On the 5th of every month, the billing contact for your firm receives an email with an Account Statement and the invoice for the previous month. The balance owed appears in the Balance Due or (Credit) field near the top of the Account Statement. This is the amount that your firm owes to Do Process.

You can also access the Account Statement and Invoice in your application:

  • For firms using The Conveyancer®, Fast Company®, Estate-a-Base® and Will Builder®, go to Tools page > Account Summary > Account Activity area.
  • For firms using ProSuite™, go to My firm  > Billing > Account Summary > Account Activity area.  

     

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