Advice and answers from the PracticePanther Team

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LawPay Integration FAQ

What’s happening with the PracticePanther / LawPay partnership & integration?… we have released a new all-in-one solution with PantherPayments, we have a great relationship with LawPay… You are still able to use your connected, existing LawPay account with PracticePanther

Online Payments with LawPay Tutorial

Save a credit card on file via LawPay… Add your LawPay payment page to your website… Processing Refunds made via LawPay

Payment Plans for Recurring Billing with LawPay

How to save a payment method and automatically charge a client to pay an invoice over time via LawPay… After integrating with LawPay, there are a few ways to create a new Payment Plan… LawPay must be integrated with PracticePanther for this feature to work

How can I send my client a request for payment into the IOLTA/Trust Account?

Note: To request payment, you must be synced with PantherPayments or LawPay… The payment will be deposited into your bank through PantherPayments or LawPay, and the payment will

How do I add a retainer payment into the IOLTA / Trust or Operating accounts?

Next". 3) Click "Add a Retainer". 3 new options will appear: Charge a Card: If you are synced with LawPay… For more info on how to sync up to LawPay, click here… Request a Payment: If you are synced with LawPay here, you can click this to prepare and send an email

Paying an invoice

If you have our integration with LawPay enabled, you can charge a credit card directly in PracticePanther

How do I automatically apply a retainer payment to a new invoice?

Add a Payment" (or you can choose "Request Payment" or "Charge a Card" to process the payment through LawPay… Click here for more information on our LawPay integration). 3) Assign the trust payment to a contact

How do I refund credit, trust, or retainer to my client?

How do I process a refund for a payment made via LawPay?

Refunding payment made on an invoice

How do I process a refund for a payment made via LawPay? Enjoy!

Dashboard Tutorial

Note: To use our Payment Plans feature, you must be integrated with LawPay