Lolly Law's integration with LawPay makes it easy to accept and schedule payments. There are two (2) options that make it simple to charge a card on file, One-Time Charge or Payment Plan (Auto). The LawPay buttons to schedule a payment can be found under Billing>LawPay or under Matter>Billing.

Process a Single Payment (One time)

This process will charge the contact's credit card a single time for the amount specified.  The bill will be recorded in Lolly Law, processed by LawPay, and when successful, Lolly Law records will show that funds are available in the matter.

  1. Go to Billings>LawPay
  2. Press Accept Payment (LawPay)
  3. Choose One-Time Charge
  4. Select the payment account destination
  5. Fill out the Client and Case details
  6. Set the Payment amount and description
  7. Enter the credit card information
  8. Save to complete the request

 

Set Up Payment Plan (Auto)

When setting up a payment plan, use the Automatic Payments option to schedule a recurring charge via LawPay.

  1. Go to Billings>LawPay
  2. Press Accept Payment (LawPay)
  3. Choose Automatic Payments
  4. Select the payment account destination
  5. Fill out the Client and Case details
  6. Define the Payment Schedule by choosing:
    1. The amount
    2. The description
    3. The frequency
    4. Number of months
    5. Date of the first charge
    6. The end date of the plan
  7. Enter the credit card information
  8. Save to complete the request