With LollyPayments, there are several ways to accept payments from your clients. You can either accept full payments, partial payments, or automated payment plans.
Steps to Accept a Payment in Full
1. Go to Billing > LollyPayments > Transactions and press the "Accept Payment" button.
2. Select "One-Time Charge" and select the destination of the funds.
3. Enter the Contact and Matter details, the Payee's email address, the Payment details and amount, and add the Payee's authorized Payment Method information.
4. Press the "Save" button.
Your client will receive an email confirming payment, with the receipt of this transaction attached.