This guide explains how to set up your firm’s payment information in Unity®
From securely vaulting credit cards and purchasing credits to setting low-balance warnings and generating transaction reports, your firm can manage billing confidently and without interruption.
Access the Billing Page
- An Account Administrator or Billing User can log in and click the Billing page ($ icon) in the upper-right corner of the page. If you do not see this icon, your Access Rights Profile does not include Billing permissions.
Remaining Balance
We use a pre-funded payment model: your firm buys credits in advance, and each time you open a matter or incur charges, the cost is automatically deducted from this balance.
Important: Firms on the grandfathered invoice payment method will instead see an Outstanding Balance, showing the amount owed on the invoice. We recommend switching to the credit-card payment method for greater flexibility and convenience—it lets you assign different cards to applications, receive expiry notifications, cut stationery and postage costs, and save time issuing cheques.
Setup Payment Information
Credit-card payments for Unity® are handled through our Secure Payment Manager, which protects your firm’s card information. We currently accept VISA® and MasterCard®.
On the Billing page, click Set up Payment Info.
In Secure Payment Manager, click + Add a Credit Card, enter the cardholder name, card number (no spaces or hyphens), expiry date and security code.
Click Submit.
Once added, our Secure Payment Manager shows the card in masked format—first and last four digits plus expiry—so you can confirm it while keeping the full number secure.
Assign Your Credit Card
After adding a card, assign it to Unity® so it becomes the default, while keeping the option to switch cards anytime.
Scroll to Products and click Edit.
Select the card to assign to Unity®
Click Submit.
After you click Submit, the window reopens showing the assigned card. Your default card is now set and ready for purchasing credits.
Purchasing Credits
Unity® is transaction-based—credits are used only when you open real estate matters such as Purchase, Mortgage, and Sale files.
Please Note: For Ontario users, an additional one-time charge per matter may apply when using the Teranet Connect integrated search.
Click Purchase Credits.
In the next window, choose a preset amount or enter a custom value in $10 increments ($260–$5,000), then confirm. The credits are added to your account balance immediately.
Set Warning Level
The Set Warning Level feature sends a low-balance alert to Account Administrators and Billing users so you can fund your account by purchasing credits and continue opening matters without disruption.
Click Set Warning Level
Enter the threshold.
Click Save.
Produce Transaction Reports
Generate detailed transaction reports showing the purchase order number, product description, matter/file number, creator, lawyer, and amounts before and after HST/GST.
Click Transaction Reporting.
Set date parameters and choose whether to include Debits and Credits, Credit Purchases, or Credit Adjustments.
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Click Produce Report.
Transaction Reporting
Print and Export Transaction Reports
To print or export a transaction report to a .CSV file, click the Print or Export buttons in the top-right corner of the window.
Tip
To update billing info, click Update Account Info Via Email in the Secure Payment Manager’s Account section to open a pre-addressed email to the Dye & Durham Customer Service Centre.
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