Overview
The Connect module allows firms to synchronize time and billing with ClientPay. This integration enables you to accept payments that automatically post back to your matter management system.
NOTE: Implementation requires installing a web service and running a script of stored procedures. For detailed setup instructions, please review our installation guides.
To get started, click Connect in the left navigation bar to expand the menu.
Make A Payment: The 4-Step Flow
1. Search Criteria
Choose how you want to search for records.
Pro-Tip: If you use the same search field every time, check the box at the bottom of the screen. This saves your selection and will automatically skip to Step 2 the next time you click "Make A Payment."
2. Search
Locate open invoices or trust ledgers by entering your specific parameters.
Refining Results: Select the checkbox for the invoice(s) you wish to pay.
Multiple Searches: You can perform multiple searches to gather various items. Once finished, use the dropdown to change your view from Current Search to Selected to review your list.
Warning: Do not go back to Step 1 to change your criteria during this process, as it will erase all currently selected items.
3. Allocate
Distribute payment amounts across your selected items.
Manual Distribution: Enter specific amounts for each line item.
Auto-Apply: Enter the total "Amount to Pay" to have the system apply funds in your specified order.
Trust Payments: Please note that all trust payments must be applied manually.
4. Pay
Complete the transaction using one of two methods:
Manual Entry: * Existing Payers: Click Choose a Different Payer to select a saved profile and use an existing payment method.
New Payers: Enter their details and check the "Save Payer" box to store their info for future use.
Receipts: You must enter an email address in the Receipts field for the client to receive a confirmation.
Send for Payment: * Generate a secure payment link to send to your client. This gives them 24-hour access to pay privately without sharing card details with the firm.
Use the Custom A/R Message field to add notes for your matter management software (these notes are not visible to the client).
