Firm OS & Practice Operations
Firm Payments, Cashfree Nodal & Reconciliation
Automated Cashfree nodal escrow tracking, inward payment reconciliation, NEFT/UPI/RTGS settlement verification, aging receivables radar, automated payment dunning, and partner draw payouts.
10 min read•Firm OS Enterprise•Updated October 2026
1.Master Payments & Collections Hub Overview
Click 'Payments & Collections' under FINANCE & BILLING in the sidebar to inspect inward client settlements and cash flow.
Controls:Cashfree Nodal Ledger(Escrow balance monitor)Send Overdue Reminders(1-click client dunning)Reconcile Bank Feed(Matches bank statement)
- Why it is there: To track all inward collections, reconcile bank settlements with invoices, and manage partner draw payouts.
- How it helps: Provides real-time cash flow visibility, automates payment receipts, and eliminates manual reconciliation.
- Telemetry Tracked: Total Collections This Month, Outstanding Receivables (>30d / >60d), and Cashfree Nodal Escrow Balance.
Chamber Authentication Required
Step 1 is shown above as a preview. All remaining procedural steps, litigation blueprints, and interactive controls require an active chamber or firm login.
Frequently Asked Questions
- How are bank settlements matched with issued GST invoices?
- Every invoice contains a unique virtual account number (VAN) and UPI intent link. Inward NEFT/RTGS payments auto-reconcile with 100% accuracy within 5 seconds.
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