Let's say you have a flat fee case and you have a bill that you would like the client to pay, use the steps below to send your client a bill via LawPay. If you instead have an hourly case with a trust account you should follow the steps in How to Schedule a Payment.

How to Send a LawPay Invoice via Email

  1. Go to Billings>Invoicing
  2. Locate the bill in the invoices table. (Use filters if needed)
  3. Select Send Bill (via LawPay) from the actions dropdown
  4. Choose the Bank Account to deposit to (i.e. Firm Operating Account)
  5. Check off share options (Email)
  6. Select from the default messages or compose a message that will be included
  7. Save to send the bill to your client
  8. Visit the Billing>Invoices page later to confirm that the payment processes

 

How to Send a LawPay Invoice via SMS

  1. Go to Billings>Invoicing
  2. Locate the bill in the invoices table. (Use filters if needed)
  3. Select Send Bill (via LawPay) from the actions dropdown
  4. Choose the Bank Account to deposit to (i.e. Firm Operating Account)
  5. Check off share options (SMS)
  6. Select from the default messages or compose a message that will be included
  7. Save to send the bill to your client
  8. Visit the Billing>Invoices page later to confirm that the payment processes