You can quickly generate invoices, track time and expenses, securely accept client payments, and monitor invoice status - all in one platform. If your client mails or brings in a physical check, you can pull up the client information and note that the payment was made, marking the invoice as paid. This way, all payment information is still stored and tracked in one place.
You can also record a payment on behalf of your client.
In-Office Payments
To do that, select the Collect Payment button.
Select a Payment Type
If making a payment In-Office, select the In-Office Payment tab.
Select a Contact
Select the Invoice to apply the payment to
Select the Payment Type.
For a credit card, add the Credit Card Number, Expiration information, CVV and Zip code.
For an eCheck, add the payment information
Click the Make Payment button
Confirm the Payment amount.
An email of the receipt is sent to the client, but you can also print the receipt by selecting Print Payment Receipt.
Offline Payments
Other payment methods can be applied so that LawPay Pro accurately reflects the status of receivable amounts and reconciles all income to the case and clients, regardless of the payment method. If the client comes in with or mails you a check, you can record that as an offline payment the same way as above.
Select a Contact and the invoice, trust request or bank account for the payment to be applied.
Select the Offline Payment tab and a Payment Method.
Add the amount and notes.
Choose a Contact
Click the Make Payment button
Confirm the Payment amount
Note: Offline payments are for record-keeping purposes, and the amount is not automatically deposited into your bank account.
Payment Pages
Payment pages allow you to accept online payments in your office, over email, through your website, or on any mobile device. You can attach Payment Pages to invoices, add them to emails or email signatures, and add them to your website. Payment Pages increase client satisfaction and the chance of getting paid immediately.
Learn more about payment pages here.