Billing and invoicing
Create invoices, take payments, and reconcile against cases.
ImmPilot includes a full invoicing system integrated with Stripe for payment processing. Invoices can be created against a case, sent to the client through the portal, and reconciled automatically when paid.
Invoice items
Each invoice comprises line items: fixed fees (retainer, program fee, disbursements), time entries (if you bill hourly), and pass-through costs (IRCC fees, translation costs). Every line item is tied to the case.
Payment methods
Clients can pay by credit card, ACH (US), or Interac (Canada). Payment status is reflected on the case and in accounting exports.
Trust accounting
For firms operating trust accounts, the trust ledger tracks client funds separately from operating funds. Trust reconciliation reports are generated monthly for compliance.
Accounting export
Invoice and payment data can be exported to QuickBooks Online, Xero, or a generic CSV format on demand or on a schedule.