Overview
With Stored Payment Methods from LawPay, you can securely store your clients’ preferred payment methods and easily make charges to your trust or operating account without adding to your PCI requirements. Stored Payment Methods never expire and can be charged for as long as the card details are valid.
How to add a Stored Payment Method
To store a payment method for a client, follow these steps:
Click the Quick Actions button in the top right corner of the homepage.
Select Add Payment Method.
Choose to either add a new contact or select an existing one.
Enter their card or eCheck information and billing address.
Click Save Payment Method.
How to Request a Stored Payment Method from your Client
To send your client an email with a link to the secure payment portal to store their payment method information, follow these steps:
Click the Quick Actions button in the top right corner of the homepage.
Select Add Payment Method.
Select Send Request.
Choose to either add a New Contact or select an Existing Contact.
Edit the Email Subject and Body of Text, if desired.
Click Request Payment Method.
Your client will receive an email with a link to store their payment method. Upon storing their payment information, they will be required to check a box confirming the following:
"You are agreeing: a) that when you click the “Save My Payment Information” button below and submit your payment information to us, your payment information shall be securely stored in a Payment Information Vault; and b) You specifically authorize the use of that information as your payment method for the services provided under our agreement; and c) In the event your payment information becomes invalid with charges pending, you will provide a new valid payment method upon request, to be used to pay any outstanding balances owed. No information stored shall ever be shared or used for any purpose other than the designated payment method."
How to Charge using a Stored Payment Method
Navigate to Contacts and select the client you want to charge.
Under the default Info tab, find Stored Payment Methods and click Manage.
Click Charge next to the Stored Payment Method to be charged.
On the next screen, select where to apply the funds.
This drop-down menu will show any unpaid invoices and Quick Bills as well as trust balances.
Select the saved Payment Method and confirm the amount.
Click Make Payment.
