All CollectionsDisbursementsDisbursementsHona Disbursements pays your clients their settlement money electronically, straight from your firm's trust account.ssBy [email protected] and 1 other2 authors·14 articlesVendor Email TemplatesThe two emails Hona sends to vendors, how a Disbursement Admin edits them with Pipe Text, where vendor replies go, and how to change the message for one vendor payment.Memo to Payee on DisbursementsWhat the memo to payee is, where it shows, how Hona fills it in from the case, how a Disbursement Admin sets the memo template, the character limit, and how…Vendor Disbursements: Paying Providers, Experts, and Other VendorsHow to pay medical providers, experts, lienholders, and other vendors electronically from Hona: adding a vendor, getting payment details on file, drafting and approving, tracking, and who can do what.Positive Pay: Authorizing Confido With Your Bank Before Your First PayoutThe one bank-side step your firm has to complete before disbursements can go out: adding Confido's ACH company IDs to your bank's authorized debit list, what to say to your…Watch: How Disbursements WorksA short video walkthrough of a disbursement end to end, what it costs, and the one step your firm needs to complete before you can send your first payout.For Clients: How to Receive Your Settlement PaymentA plain-language guide for clients receiving a settlement payment from their law firm: the secure link, the verification code, choosing how to get paid, and who to call for help.What is Hona Disbursements?An overview of Hona Disbursements: paying client settlement funds electronically from your trust account, how it works, what it costs, and what is supported.Getting Started: Enrolling Your Firm in DisbursementsHow to enroll your firm in Hona Disbursements: designating your Disbursements Admin, connecting your trust and operating accounts, what Confido reviews, the Positive Pay step, and what happens after approval.Disbursements Permissions: Drafters, Approvers, and Disbursement AdminsThe three disbursement permissions, how the first Disbursements Admin is designated, the full role and permission matrix, who sees the Disbursements page, and how a Disbursements Admin grants access.How to Draft and Approve a DisbursementStep-by-step: drafting a disbursement from a case or from the Disbursements tab, what each field does, how an approver reviews and sends it, and how to cancel from the detail…Disbursement Statuses and NotificationsWhat each disbursement status means — including Accessed — what triggers it, who gets notified at each stage, failed payment attempts, and how to customize the messages your clients receive.What Your Client Sees: The Disbursement Payment LinkA walkthrough of the client side of a disbursement: the text they receive, identity verification, choosing instant or free ACH, fees and timing.Disbursements Pricing: What It Costs Your Firm and Your ClientThe $3 per-disbursement firm fee, when it is charged and from which account, the client-paid instant fee, and the limits that apply.Troubleshooting and FAQs: DisbursementsFixes for failed payment attempts and failed disbursements, canceling a payout, enrollment and designation problems, the locked state, and the most common questions firms ask about disbursements.
