Learn how to securely fill out and submit a trust request payment in LawAccounting. This guide walks you through entering payment details, selecting payment methods, and setting up autopay for future transactions. ***Before beginning the process, please review the Trust Request Scribe for instructions on creating a trust request.
1. Step 1: Access Payment Gateway Screen
- Open Email
- Click on Email From Law Accounting
- Open Payment Gateway
- Click on Payment Link
/>
2. Step 2: Understanding the Trust Request Screen
- Click the plus (+) icon to begin the payment process.
Fields on the Trust Request Screen:
-
Due Date: Automatically populates with the date the payment is due.
-
Balance: Automatically displays the remaining balance of the trust request.
-
Pay in Full / Partial Payment: Use the toggle to choose between paying the full balance or making a partial payment.
-
Amount:
-
If Pay in Full is selected, the full balance will automatically appear.
-
If Partial Payment is selected, you can manually enter the payment amount.
-
Once all information is correct, click Pay to complete the payment.
/>
3. Step 3: Select or Enter a Payment Method
-
If you already have a saved payment method, select the payment method you would like to use.
-
If no payment method is saved, click Add Payment Method.
Option 1: Card Payment
Enter the following details:
-
Cardholder Name
-
Card Number
-
Expiration Date
-
CVV
-
ZIP Code
-
Recipient Email
Additional Options:
-
Set Autopay: Enable automatic payments for future trust requests.
-
Save for Future Payments: Store the card information for later use.
/>
4. ### Option 2: Bank Payment
Choose the account type:
- Checking or Savings
Enter the following details:
-
Account Number
-
Routing Number
-
Account Name
-
ZIP Code
Additional Options:
-
Set Autopay: Enable automatic payments for future trust requests.
-
Save for Future Payments: Store the bank information for later use.
/>
5. Step 4: Pay & Review
-
After entering the payment information, click Pay.
-
The screen will automatically refresh and display a Successful Payment confirmation.
-
Click OK to continue.
-
The screen will return to the Matter Details page.
-
To view the payment, click the Trust Transactions tab.
/>