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this is going to show you the workflow for quickly collecting an initial payment from a client without having to create a matter and an invoice within my case so the workflow that this usually applies for as a criminal defense firm or a bankruptcy firm the client is on the phone or sitting across the desk from us and we want to and the client has agreed to work with the firm we want to go ahead and charge their credit card for an initial payment that because the client is here with us we don't want them to wait for us to create the matter and then to create an invoice that we want to get them through the process as quickly as possible and on the other side we do want to grab swipe that credit card as soon as we can that we don't want to send them an invoice later so within my case we need to do two steps so one is we need to add some very minimal contact information into the system so do add contact this is going to be for ruby carlson is visiting us about an assault charge if you turn off the client portal we don't have to add an email address i think it's worth taking the extra minute and adding the email address and then inviting the client into the firm portal so with that we have the contact in the system next step is to grab a deposit into credit so what this is is we're going to charge a credit card it's going to go into a limbo stage and then we can apply the funds later so here we need to search for ruby carlson and we get our credit card screen and so our credit card number is one one one one one one one one one one one two two two two name on the card is ruby carlson expiration date is november 2027 security code is 816. zip code they charge the card for a dollar two today and notes you know we could put a note in here like first payment total fee is gonna be like four dollars or just add notes on here what the payment plan is going to be all right click deposit and the system's going to confirm the amount and it's been successful and we can see that the receipt has been sent to ruby okay and so that payment has been posted interesting thing to notice with my case is if we go back into deposit to client again let's bring up ruby again that my case saved that credit card number into the system so we could do another charge just based on the stored information but this is handy because a lot of firms struggle that they they need a place to store those credit card numbers so they can later apply the credit card into a payment plan or...