Clients’ saved card information will sync from LawPay into LawPay Pro so that you can recharge the card for on-the-fly processing. Recharge relieves the headache of contacting clients to re-collect their payment information.
Recharging an Existing Card in LawPay Pro from LawPay
You can recharge a client’s credit card to pay an invoice, trust request or deposit funds into an account.
To recharge a client’s credit card in LawPay Pro:
- Select the Collect Payment button on the home page or from Quick Actions.
- Select the Contact and then the Apply to option to apply the payment.
- Under the Online Payment section, select the Search Cards in LawPay carrot to search for a payment method.
- Select the card you wish to charge.
- Click Make Payment.
Note: Once you find & charge a card from LawPay Classic in LawPay Pro, the card will automatically show up as a payment method next time you go to collect a payment from this client
Saving a New Credit Card for Recharge in LawPay Pro
The first time you collect payment from a client when adding their credit card information into the Collect Payment screen, you have the option to save this card for future payments. Selecting the checkbox will securely store the card so that it can be charged for future payments.