The Connect module allows firms to sync time and billing with ClientPay to accept payments and automatically post back to their matter management system. Implementation requires installation of a web service and running a script of stored procedures. For more information, click here to review our installation guides.
To get started with a Connect payment, click Connect in the left navigation bar to expand the menu.
Make A Payment
This is the basic 4-step flow you will use to make integrated payments.
1. Search Criteria lets you decide how you want to search. If you use the same field every time, checking the box at the bottom of the screen saves your selection and automatically directs you to step 2 when you click Make A Payment in the left navigation bar.
2. Search is where you enter specific parameters to locate open invoices or open trust ledgers.
Enter the parameters you would like to use to tailor your search in the box and click the Search button. Mark the invoice(s) you wish to pay. If your search is complete, click Next to continue. If not, repeat this process to continue searching for specific items and checking the box to select them. Once you have located all of the necessary statements, use the dropdown box to change your view from Current Search to Selected. If all of the items you have selected throughout this multiple search process are in the list, click Next to continue.
📌Note: As long as you stay within step 2, you can make multiple searches and it will save your selected items to send to step 3 for allocation but you must use the same Search by Criteria for all searches. Going backwards to step 1 to change your Search By Criteria will erase all of your saved selections. |
3. Once you narrowed your results, Allocate is where you can manually distribute the payment amounts. You can also enter the full payment amount in Amount to Pay and have the system automatically apply payment in the order you specify. All trust payments must be manually applied.
4. Pay is the final step for processing the payment. You can either manually enter the payment or send your clients a secure payment link which gives them 24-hour access to pay and keeps their card information private.
Manual Entry
If your client is already saved as a Payer, click the Choose a Different Payer button to select from existing payers. Once the payer is selected, choose an existing payment method from their list of available options or add a new card.
If you are creating a new payer, you must check the box at the bottom of the screen if you would like to save the Payer (and payment method) for future payments.
NOTE: You must enter an email address in the Receipts field for your client to receive a payment receipt by email.
Entering a Custom A/R Message is optional. Your client will not see this note on the payment but will be included when you post the payment to your matter management software.
Send for Payment
If your client is already saved as a Payer, click the Choose a Different Payer button to select from existing payers. Once the payer is selected, click Create Association to add them to this payment link.
If you are creating a new payer, you must enter an email address for where to send the link. Check the box at the bottom of the screen to save the Payer.
Entering a Custom A/R Message is optional. Your client will not see this note on the payment but will be included when you post the payment to your matter management software.
If the link was successfully sent, you will see a confirmation screen that gives you the option to start another payment or click to one of the other sections within the Connect module.