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Request new payment methods in PantherPayments
Request new payment methods in PantherPayments

We've made an easy-to-use email wizard that will transfer your client's payment method information from other processors to PantherPayments!

PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

PantherPayments makes getting new payment methods from your clients easier than ever before! Allow PracticePanther to send an email to one, or many of your clients at once asking them to update their payment method on file. Once saved, the firm can utilize this payment method to pay off outstanding invoices or replenish retainer funds.

There are three methods to quickly request payment information from PantherPayments:

1. Select all contacts and send them an email with your request

Open your contacts list and select any or all of your contacts using the check boxes beside their names.

Click the X items selected button that appears on the top left of the contacts grid and click Request Payment Method.

This will open a pop-up containing an email message you can customize before sending it to your selected contacts. Feel free to make any changes you like. Don't worry, if you make a mistake, you can easily start over by clicking Restore Default Message. When you're satisfied with your message, click Submit.

Note: This email will be sent to all of your primary contacts. This is the first contact listed within your company contacts.

When the email greets your clients in their inbox, they will click the Update Payment Method button.

On a secure web page, they will enter their credit card or eCheck information.

After they save this information, your firm will be able to use this stored payment method in future transactions.

2. Go to an individual contact's profile and send them an email with your request

Open any contact or matter, click the green New dropdown, then select Payment Method.

Click Request New Payment Source on the pop-up.

This takes you to the same page mentioned above where you can customize the email that will be sent to your contact.

3. Enter their payment method information directly into their contact profile.

Of course, if you happen to already have your client's payment method information available, you can enter it directly!

Open any contact or matter, click the green New dropdown, then select Payment Method.

Click Enter New Payment Method on the pop-up that displays.

A screen will appear where you can enter your client's credit card information directly!

Note: In order to store an eCheck, we recommend Request New Payment Source instead.

Great — now you've transferred your client's payment information to PantherPayments!

We understand transitioning your firm to a new payment processor can be extremely sensitive in nature. This is why we’ve made sure the new PantherPayments migration process holds every firm’s hand all the way to the finish line. If you ever have any questions, please reach out to our support team any time.

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