Overview
The Connect module allows firms to sync time and billing with ClientPay, enabling you to accept payments and automatically post them back to your matter management system.
Prerequisite: Implementation requires installing a web service and running a script of stored procedures. For more information, review our installation guides.
Once installation is complete, you must configure how your postings appear in your software for each merchant account in your portal.
Accessing Settings
Navigate to the Settings tab in the left navigation bar.
Select the Connect tab at the top of the page.
Note: You must have Admin permissions to access User, Settings, and Notifications areas.
Merchant Account Configuration
For each account, define the following default behaviors:
Trust Account: Specify if the account is a General (Operating) or Trust (IOLTA) account.
Ledger Codes: Select the default ledger code to be posted with each payment (if applicable).
Trans Type: Select the default transaction type for each payment (if applicable).
Account: Select the corresponding bank account from your matter management software.
Important: If you change physical bank accounts, you must contact [email protected] to update the merchant account so funds route correctly. The settings here only update software fields for posting.
Managing Fields
These fields pull data from your matter management system to display in ClientPay and post back once processed.
Ordering: Use the horizontal arrow buttons to drag and drop fields into your preferred order.
Visibility: Use the checkboxes to choose where these fields appear (e.g., Payment Pages or Payment Manager).
Manual Entry: If these fields are enabled in areas outside of the Connect section, data must be entered manually for reporting purposes.
Posting Information
Default A/R Message: Set a phrase (e.g., "ClientPay Payment") to identify the payment source in your management software.
Use Posted Date: By default, Connect uses the payment date. Check Use Post Date if you prefer the software to record the date the item was posted rather than the transaction date (useful for matching bank deposits).
Enable Automatic Posting: Check this box to automate the process, sending payments to your software as soon as they are processed without manual intervention.
Remember: Click Save at the bottom of the page before navigating away.