Once the Law Firm’s client receives a payment link from your law firm, clicking on it will direct you to a secure payment screen.
Payment Screen Overview:
- Top Corner: This section displays the law firm’s contact information.
- Left Side: This panel showcases the invoice details along with a prominent “Pay” button.
- Center Portion: Here, you can view the invoice amount breakdown. Click the “+” button to initiate payment.
Payment Options:
- Full Payment: Clicking the “+” button directly initiates payment for the entire invoice amount.
- Partial Payment: Choose “Partial Payment” to enter a custom amount you wish to pay towards the invoice.
Payment Processing Screen:
Clicking the “Pay” button (for full or partial payment) opens a new screen where you can choose your preferred payment method:
- Existing Payment Methods: If you have previously saved credit card or bank information, you can select it for a quicker checkout.
- New Payment Method: Choose this option to enter a new payment method.
Entering New Payment Information:
This section allows you to add a new payment method:
- Credit Card: Enter your credit card details, including card number, expiration date, CVV code, and billing address.
- Bank Account (eCheck/ACH): Provide your account number, routing number, and bank address for electronic checks or ACH payments.
Saving Payment Methods (Optional):
For future convenience, you can choose to save your newly entered payment method for future use within the LawAccounting system.
Completing the Payment:
Once you’ve selected or entered your payment method, click “Pay” to finalize the transaction.
Payment Confirmation:
Upon successful payment processing, you will receive a confirmation pop-up message.
Automatic Receipt Generation:
The system automatically generates a receipt within the LawAccounting system upon successful payment, reflecting the received amount. The receipt is also automatically applied to the corresponding invoice, signifying a complete or partial payment.
