Docketwise integrates with LawPay, so your clients can pay Docketwise invoices by credit card right into your LawPay account.
LawPay is the go-to online payment solution for the legal industry. Connect your existing LawPay account to Docketwise or sign up for a new LawPay account and start getting paid easier, more securely, and 39% faster.
Note: Payments made or recorded directly on LawPay (outside of the Docketwise-LawPay integration) will not be reflected in Docketwise.
Setting Up the Integration
In order to set up the integration, you will need to follow the steps below:
Click on the Activate LawPay button
Log in to LawPay (if not already logged in)
Click the Allow button when prompted to authorize the integration
Select which bank account in Docketwise should be connected with each bank account in LawPay for your Operating and Trust Accounts (or use the import option to create a new bank account in Docketwise)
Choose your default payment accounts for your Operating and Trust Accounts (this will be client payments made to a Docketwise invoice)
Click the Save and Return button
Note: Client credit financing/Pay later accounts are not currently supported by the integration.
Receiving Payments into Trust vs Operating
In order to receive payments into your Operating Account, you will need to make a Bill and set a default operating account under your LawPay integration settings.
Alternatively, to receive payments into your Trust Account, you will need to make a Trust Request and set a default trust account under your LawPay integration settings.
If your LawPay account has the option enabled to pass on the credit card processing fee surcharge to clients, this will be done automatically via the LawPay integration.
This option for passing on the surcharge the client must be enabled directly your LawPay account by a member of the LawPay team for this functionality to work within Docketwise.
The surcharge amount is determined automatically and cannot be changed.
Surcharge amounts do not currently appear on Docketwise invoices or in payments reports. However, the full amounts including the surcharge may be referenced directly in LawPay.
Surcharges can be added for both credit card payments and payment plans/scheduled payments made via the LawPay integration. Below, you can see how this appears for both credit card payments and payment plans/scheduled payments.
When creating a payment plan via the LawPay integration, the surcharge amount automatically appears after entering:
Credit Card Payments
Similarly, when recording a credit card payment or when a client is making a payment via the LawPay integration, the surcharge amount automatically appears after entering:
Payment Plans with Scheduled Payments
Payment plans made via the LawPay integration allow you to periodically charge your clients each month, week, or day until the balance on their invoice has been paid. Payment plans can be enabled for both Bills and Trust Requests.
In order to set up a payment plan, you will need to follow the steps below:
Open the invoice for which you will be adding scheduled payments
Click the toggle switch to active under the invoice's settings
Fill out the necessary information relating to the payment plan and payment details
Click the Create Payment Plan button
Sending an Invoice for a Client to Pay
With the LawPay integration, you can send your invoice to a client to get paid directly and have these payments reflected on your invoices in Docketwise.
You can share invoices directly via email or text message, in bulk via email or text message, or via the client portal:
You can also click here to preview the client experience of paying invoices.
Paying an Invoice with a Credit Card
If you already have a credit card on file provided by the client and are authorized to charge them through this method, you can process charges for work done, expenses incurred, etc.
In order to process and record a credit card payment in Docketwise, you will need to follow the steps below:
Open the invoice for which you will be processing and recording a credit card payment
Click the Record Payment button
Choose Credit Card as the payment type
Enter the payment amount
Add any additional payment details such as a description or associated charges (optional)
Click the Billing Details → button
Fill out the necessary information relating to the payment details
Click the Submit Payment button
With payments recorded via the LawPay integration, refunds can be automatically triggered directly from within Docketwise for the associated payment in LawPay.
If you need to refund a payment made on an invoice, you can do so by following the steps below: