In this article:
- Register LexCharge Account
- Receive LexCharge Payments in Client Portal
- Store Client-Matter Credit Card/Bank Account/eCheck on File
- Refunds Through LexCharge
- Recurring Payments with LexCharge
- Activate/Deactivate/Delete LexCharge Payment Profile
Register LexCharge Account
Click on Account>Integrations>LexCharge.
Users can apply for a LexCharge account within TimeSolv. To do this, click on the 'Let's Get Started!' button.
Step 1/8 - Enter your personal details and the email address and password you'll be using to log in to your LexCharge portal account.
Step 2/8 - Enter your address details.
Step 3/8 - Enter your business details.
Step 4/8 - Enter your business address.
Step 5/8 - Enter the mailing address (if different from the business address).
Step 6/8 - Enter bank information for your Operating Account. This will be your default operating account where all processing fees will be pulled.
Step 7/8 - Enter Trust account details (optional). Users can opt to 'Skip Step' at the bottom. If the user decides to set up a Trust account later, it can be achieved within the TimeSolv app.
Step 8/8 - Verify the displayed information. Complete the security validation and agree to the terms.
Accounts are not useable until the status turns to 'Approved'.
Accounts are automatically linked to the TimeSolv payment profiles if you have just one Operating account. You can unlink at any time from under the Account>Integrations>LexCharge screen and pick another if needed.
There is a button at the top of the screen 'New Merchant Account' to add a new Operating/Merchant account.
Note: If you have a Trust and Operating account already set up in TimeSolv, and you go through the Lexcharge setup wizard, you will just end up creating a LexCharge account. The Operating account and Trust Merchant account are automatically linked to the TimeSolv payment accounts already present. If you have multiple Operating accounts you will specify which account to link with it under Account>Integrations>LexCharge tab. Multiple bank accounts under Payment>Settings means you get the 'Link' option.
LexCharge Portal - Opens the LexCharge login screen, and is where you can manage your LexCharge account.
Receive LexCharge Payments in Client Portal
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 LexCharge, you need to set up one or more “Payment Profiles” in TimeSolv (Payments>Settings>Bank Accounts). These payment profiles allow you to connect to LexCharge and specify to which bank accounts the payments will be deposited.
Click on Clients>Settings>General tab.
Ensure Enable Portal? checkbox is enabled.
To learn more, click here on Grant Access to Client Portal.
At the bottom of the 'General' tab, under the 'Client Portal' section, specify what bank account to receive portal payments in.
You can also access the Client Portal from the Invoices sent to you if you have enabled the Client Portal link and QR Code to appear on the Invoices.
To learn how to set up the Flexible Template to show the link, see the Main Page options on the Flexible Billing Template.
Store and Use Client-Matter Credit Card/ACH 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:
Go to Clients>Clients & Matters>[Client/Matter]>Payment Settings. Click to enter a Credit Card or ACH. You can only store one of these, i.e. just one payment method for the Client.
The card information should pre-populate from the Contact stored under the Matter.
Matters will automatically inherit the Client-level payment settings, but you can have additional/different credit card/bank account details stored under individual Matters.
Refunds Through LexCharge
Click under Payments>Payments>Refunds.
Use the search to filter to required Client-Matter payment.
Click the 'Refund' link against the appropriate listed payment.
Note: Refunds incur an extra cost.
Recurring Payments with LexCharge
You can have scheduled payments for configured on a Matter.
Click on Matter>General>Get Recurring Payment Ref Code. Grab the code and paste in the LexCharge screen's 'reference number' field.
Activate/Deactivate/Delete LexCharge Payment Profile
Click under Payments>Settings>Bank Accounts. You can 'Edit Payment Profile'.
You can activate/deactivate the LexCharge Payment Profiles from here.
You can also delete a LexCharge Payment Profile if it hasn't been used in any transaction.
NOTE: You CANNOT create a new LexCharge profile from under the Bank Accounts screen, you must always do that under Account>LexCharge>Integrations screen.