How to Bill a Consultation using LollyPayments' One-Step Option

Using this easy option, LollyLaw will automatically generate a bill and accept payment for a consultation and record the transaction.

Steps to Accept Payment for a Consultation

1. Open a Contact

2. On the Contact>Snapshot page, click on the more options ⋮ and choose Process Payment

3. Set the option to Accept Payment (LollyPayment)

4. Complete the required form fields and payment method

5. Press Process Payment to initiate the charge.

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