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Attorney Balance Instructions

How to View Your Balance & Payment History

Written by Michelle Roig

Attorneys can easily track their earnings and payment history directly from the Docketly dashboard. Below is a step-by-step guide to access your balance and review past payments.

Step-by-Step: Viewing Your Balance & Payments

-Log in to your Docketly account.

-Click your Profile Icon located in the top-right corner of the dashboard.

-From the dropdown menu, select "Payment History."

Information Available in the Payment History Section:

*Outstanding Balance: Displays the total amount currently owed.

*Recent Payments: A list of payments issued, including dates and amounts.

*Pay Statements: Downloadable PDF statements for your records.

*Payment Status: Indicates whether a payment is processing or completed.

Need Further Assistance?

If you believe a payment is missing or appears incorrect, please submit a request using the Help section within your dashboard. Our team will review the inquiry and follow up accordingly.

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