Overview
You can retrieve monthly statements directly in LawPay. They are generally made available before the 5th of every month for the month prior. Owners, admins, and any user with the "View Statements" permission can access them.
Viewing Statements
To see and view statements:
Click the Profile icon
Select Statements
Select Year to filter Statements
Review Statements by selecting View
Download a PDF or print the statement
Reading Statements
This section provides a quick overview of the total amount processed, the total amount of fees owed, and when the fees will be debited.
The Account Summary lists all bank accounts on file. The blue icon with a T indicates a trust account.
The Processing Fee summary is broken down into three sections:The first section lists processing fees based on payment volume. Here, you can see a breakdown of the total amount processed per payment type, the total count, the processing rate, the transaction fee, and the fees accrued.
The Card Brand fees include the Allocated Card Brand Fee and any applicable Amex fees. In some cases, LawPay is charged card network fees that are not broken down by customer, transaction count, or card volume. In those cases, we may allocate those card network fees to applicable customers using our reasonable judgment, which will display on your statement as the Allocated Card Brand Fee.
The Other Fees section covers any applicable fees accrued that month.
If you have any questions about your monthly summary or about fees, feel free to contact our support team.
If you have statements on our legacy billing system, you can still access them by navigating to Reports and then Monthly Summary.
Note: Monthly summary reports are currently only available to LawPay firms based in the US.
If you have any questions about statements, please email [email protected].