In this article:
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.
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.
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.
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.
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.
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: