Below you will find a tutorial covering everything needed to use your existing LawPay account in conjunction with PracticePanther. Jump to the topic of interest by clicking on a title in the index below. 

Index:

  1. Allow invoices to be paid online.

  2. Charge a card directly or send payment request emails to your clients.

  3. Save a credit card on file via LawPay.

  4. Accept electronic checks.

  5. Payment Plans for recurring billing.

  6. Add your LawPay payment page to your website.

  7. Processing Refunds

  8. Chargebacks

Allow invoices to be paid online

Edit or create a new invoice and make sure the online payments options are selected before you Save.

You can also click 'Click here to change the default options' of the payment options to make sure new invoices created are set to accept payments online using your integrated payment processor.

When paying an invoice or retainer payment request, clients will be given a drop down option to select which method they'd like to pay. They can choose between "Credit Card" or "Electronic Check" as seen below.

Choosing "Electronic Check" will allow your client to enter their bank account number and routing number to make a direct payment from their bank to yours!

*LawPay automatically captures all authorized transactions at the end of each day. The transaction status will change from "Authorized" to "Complete" once this process has finished. The funds are typically available in your checking account in 1-2 business days.

Charge a card directly or send payment request emails to your clients

After you integrate LawPay with PracticePanther, click "New Payment" from any contact or matter. 

Next, you can "Charge a Card" in person or one you stored on file, or "Request a Payment" via email to email a link for your client to pay retainers on their own time. For more info on requesting a payment, click here!

Save a credit card on file via LawPay

Store a credit card on file via LawPay so you can charge it manually or automatically with a Payment Plan.

1) In a contact or matter, click the "Payment Methods" tab.

2) Click "New Payment Method".

3) Enter the card and billing address information and click "Save"

4) When paying an invoice via credit card, make sure "Stored Payment Method" is selected.

5) Select the desired payment method and click "Pay Now" to charge this card.

Accept Electronic Checks

When paying an invoice or retainer payment request, clients will be given a drop down option to select which method they'd like to use to pay. They can choose between "Credit Card" or "Electronic Check" as seen below.

Choosing "Electronic Check" will allow your client to enter their bank account number and routing number to make a direct payment from their bank to yours!

Payment Plans for Recurring Billing

The new Payment Plan feature allows the firm to begin automatically receiving online payments either until a certain agreed upon date or agreed upon dollar amount has been paid. 

Click here to learn how to setup your first Payment Plan!

Add your LawPay payment page to your website

1) Simply copy the image of the logo you would like to use below for your payment button.
2) Your payment page link can be found by logging in to your LawPay account, clicking "New Charge" and then hovering your cursor over "Actions" and choosing "Show and Copy Page Link".
3) Then insert the URL address for your payment page.

Processing Refunds made via LawPay

Refunds would need to process through LawPay. Click here for instructions.

What is a Chargeback?

A chargeback occurs when your client or the cardholder disputes a specific credit card transaction. A chargeback is initiated by the cardholder through their card-issuing bank. This action allows the card brands to investigate the charge. In the event of a client chargeback or charge dispute, the best defense is a good offense. The card-issuing bank is looking to see if you, the merchant, had permission to charge the credit card, and did you provide a service. A few simple steps on the front end can help ensure your firm has the best opportunity to win a chargeback case, and avoid potential loss of income.

To learn more about preventing chargebacks via LawPay, click here.


Enjoy!

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