LawPay

  1. Connect LawPay Account,
  2. Store Client-Matter Credit Card/Bank Account/eCheck on File,
  3. Receive LawPay Payments in Client Portal,
  4. Recurring Payments with LawPay,
  5. Refunds Through LawPay,

Connect LawPay Account

Click on  Payments>Settings

Click on ' Edit Payment Profile' link next to an existing account to your LawPay account. Connect to your LawPay account by clicking on the Connect with LawPay link. This will open up a new tab and require you to log in to your LawPay account. Once logged in, you will be automatically redirected to the TimeSolv web app.

If you need to create a new account first, follow the steps below:

Click on  Payments>Settings

Click on the  Bank Accounts tab to create/edit/delete bank accounts.

Click to create  New Bank Account.

Name - e.g. IOLA, Second IOLTA, Operative.

Type - specify whether this account is a Trust account or an Operating account.

Description - helps identify between multiple accounts.

Bank Name

Active

Set as Default for Firm - All payments will be credited to this account by default unless stated otherwise.

Delete - You can only delete an account if nothing in the system has ever been entered against it.

Edit Payment Profile - Link account to your LawPay account. Connect to your LawPay account by clicking on the Connect with LawPay link. This will open up a new tab and require you to log in to your LawPay account. Once logged in, you will be automatically redirected to the TimeSolv web app.


Store Client-Matter Credit Card/Bank Account/eCheck on File

If you have an agreement with your customers to store their credit card/bank account information on file and charge them whenever an invoice is due or replenishment to a trust account is required, follow the steps below:

First off, connect a payment account to LawPay. See here for more information.

Next, head under Clients>Clients & Matters>[Client or Matter name]>Payment Settings tab. Matters will automatically inherit the Client-level payment settings, but you can have additional/different credit card/bank account details stored under individual Matters.

Click to either 'Enter Credit Card' or 'Enter Bank Account/eCheck'. A window will pop up allowing you to enter in the relevant credit card/bank account/eCheck details. 

You can have either a credit card or bank account/eCheck on file. You can only store one of these, i.e. just one payment method for the Client.

If no credit card/bank account information is specified under the Matter-level, the system will use details stored under the Client-level.

Note: Users can receive money through LawPay/AffiniPay using the stored payment method both in Operating and Trust Bank Accounts ONLY if both their Operating and Trust accounts are connected to the same LawPay/AffiniPay account. 

Note: Once you’ve saved the credit card/bank account information, the details will be stored in LawPay/Affinipay, not in TimeSolv. If you click 'delete' under TimeSolv, it will also delete the payment information from LawPay/Affinipay. 


Receive LawPay Payments in Client Portal

Payments can be recieved via eCheck, credit card and LawPay/Affinipay. TimeSolv has teamed with LawPay, AffiniPay and CPACharge to provide a seamless credit card and ACH payment process.

With the Client Portal, clients can independently view invoices, payment histories, trust balances, and details of work in progress, allowing you to focus on other areas of your business.

To receive online payments from your customers via LawPay, you need to setup one or more “Payment Profiles” in TimeSolv (P ayments>Settings>Bank Accounts). These payment profiles allow you to connect to LawPay/AffiniPay and specify to which bank accounts the payments will be deposited. Note that LawPay and AffiniPay are just two branded versions of the same product. 

Firm-wide Setting:

Click on  Clients>Settings>General tab.

Ensure Enable Portal? checkbox is enabled.

At the bottom of the ' General' tab, under the 'Client Portal' section, specify what bank account to receive portal payments in.

Client-level Setting:

Users can also achieve this at the Client-level. Click on  Clients>Clients & Matters>[client name]>General tab.

Specify the bank account next to the ' Receive All Portal Invoice Payments In' field.

On the Payment screens under the Client Portal, account-specific required fields (both for merchant and ACH accounts) are read from AffiniPay. Corresponding input fields are marked as required and validated.


Recurring Payments with LawPay

If you are configured to LawPay, you will see a ' Recurring Payment Reference Code' button at the bottom of the Clients>Clients & Matters>[Matter]>General tab. 

Upon clicking on the button, a code will pop up with instructions on where to enter in LawPay.

The reference code shown in TimeSolv needs to be entered in the 'Reference' field in LawPay. This reference code enables TimeSolv to track against which project the payment is made. Everything else is managed by LawPay.

Refunds Through LawPay

Any refunds being processed in LawPay will take up to 24 hours for the payment to be removed in TimeSolv. 

The voided or refunded payments from LawPay are automatically adjusted in TimeSolv. They are either deleted or allocated against a Refund entry. 

To view the allocations of any payments, click under Payments>Payments screen:

To view refunds of any payments, click under Payments>Payments>Refunds screen:

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us