This article will walk you through how you can collect payments on an Invoice in LawPay Pro.
Overview
Collect Payment Button
Online Payments by Credit Card or eCheck
Offline Payment
Payment From Trust Account
Overview
You can collect payments for invoices and trust requests or just deposit payments directly into an account. Select the Collect Payment button on the dashboard or the record payment button on the view Invoice page to get started. There are other places in the app you can record payments.
Collect Payment
Select the Collect Payment button on the Home or Dashboard page.
Select Contact from the drop down list.
Select Apply to drop down and add the invoice for payment.
Select Online Payment, Offline Payment or From Trust Account.
Online Payments by Credit Card or eCheck
If paying by Credit Card, use the credit card on file or
Use a different Card by adding the card information.
Note: You can save Credit Cards for future payments by checking the Save this card for future payments check box. This feature does not work for eChecks (as it does today in LawPay Classic).
Add an Amount.
Add Notes if needed.
Select the Make Payment button.
Confirm Payment.
Receive Payment Confirmation message.
If paying by eCheck, add information and elect the Make Payment button.
Offline Payment
Select Offline Payment.
Select a Payment Method.
Select a Date if different than the default.
Add Amount or select the Pay in Full check box to pay the entire invoice automatically.
Add Notes if needed.
Choose a Contact and bank account under Deposit Into.
Select the Make Payment button.
Confirm Payment.
Receive Payment Confirmation message.
Payment from Trust Account
Select From Trust Account
Select Contact and Bank Account.
Select Trust Account
Add Amount or select the Pay in Full check box to pay the entire invoice automatically.
Add Notes if needed.
Select the Make Payment button.
Select the Print Check drop-down if you are recording a check.
Confirm Payment.
Receive Payment Confirmation message.
Notes:
You can Transfer unallocated trust funds to this case.
If a required field is not selected, you receive an error message and must complete the fields before selecting the Make Payment button.