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LawPay is the preferred payment provider solutions for lawyers in America. The integration will insert a "Pay Now" link into the email of the bill you send to your client allowing them to process credit card payments for that bill.
In this article, we will explain how LawPay will work for your customers and how you will see the results of the transactions once your customers complete payments through LawPay. We will also run through how you can refund payments back to clients through LawPay if you find an error.
If you don't have LawPay configured for your Actionstep see Setting up LawPay.
Understanding how LawPay works
The good thing about Actionstep's LawPay integration is that mostly, you don't need to do much to gain the benefits of it.
Once set up in your system, your clients will notice a new link appear in the emails that you send them with their bill. You can also add this link to the invoices as well.
A client will click on the link and be prompted to enter their credit card details. This can be stored to be used for subsequent bills as well. Once loaded, they can process a payment with the credit card.
LawPay will put the money into your bank account and the payment the client just made will appear in Actionstep against the applicable invoice.
What your clients see
The email that your clients will receive will be like the one below. When clicked on, the blue link will guide them to a screen where they can enter credit card details.
What you will see in Actionstep when a client pays
Once a client completes a payment, LawPay will let Actionstep know and create a client payment transaction in Actionstep automatically.
These transactions will appear in your normal list of client payments. Under Bills (at the very top of Actionstep) choose Payments.
The memo of the payments will be populated with "LawPay Payment" and some privatized details of the credit card so it can be identified if needed.
There is also a dedicated list of just LawPay payments which is accessible in the Admin area. It is through here that you can process a refund of a LawPay credit card payment if you need to.
Processing refunds through LawPay
You are able to refund any funds received through a LawPay payment back to the client's credit card. This is done through a dedicated list of all LawPay payments that you can access from the Admin section.
To get to the list, go to Admin in the top right of Actiontep, click on Integrations and then click 'Manage' beside LawPay.
Click on Payment History to see all LawPay payments that have been made.
Admin > Integration > LawPay > Manage > Payment History.
To the right-hand side of the list will be a column called Refund. Within that column will be a link to be able to refund a payment. Only those transactions that are eligible for a refund (i.e., have not already been refunded) will have the link.
Click the link, fill in the details and tick the confirm tick box before you process the refund.
Once refunded, Actionstep will show a new payment in the Payment History and a reversal payment against your invoice.
Considerations with the Actionstep LawPay integration
Please consider the following as you use Actionstep's LawPay integration.
Refunds and voided transactions processed in LawPay
With your LawPay subscription, you can log into your LawPay account, see previous transactions, change settings and make changes to transactions. There are void and refund functions that you can do while logged into the LawPay portal. Please note, that any refunds you process there will not be reflected in Actionstep. A refund will not reverse the payment in Actionstep and the invoice will still show as paid.
Credit card records
Credit card details are not stored on your Actionstep account, in fact, they are not stored by Actionstep at all. All credit card details are stored by LawPay. You cannot see any more details about your client's credit card in Actionstep than the information that appears in the memo of a payment.
Other Payment options
While LawPay might support other payment methods apart from credit card payments, these are not currently available through Actionstep. Actionstep's LawPay integration only allows credit card payments.