Note: This feature currently is unavailable on LawPay Pro.
Overview
How to add a Stored Payment Method
Overview
With Saved 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 saved payment method for a client, follow the below steps:
In LawPay, click the quick actions menu as indicated by the + sign in the top right corner of the homepage.
Select Add Payment Method.
Choose to either add a new contact or select an existing one.
Fill out their card or eCheck information and their zip code.
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 the below steps:
In LawPay, click the quick actions menu as indicated by the + sign 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 one.
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
In LawPay, navigate to the contact to be charged by clicking Contacts and then their name from the contacts list.
Click Manage next to their Stored Payment Methods.
Click Charge next to the Saved 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.
