Law Ruler – Setup LawPay Online Payments - Tutorial Follow
This tutorial will also help familiarize you with how to accept credit card and eCheck payments with the LawPay integration with Law Ruler. In today’s business environment, credit card and eCheck (ACH/EFT) payments are standard. Law Ruler has integrated with LawPay, the market leader in law firm payments 💲
- Activate LawPay for Online Credit Card and eCheck Payments
- Configure LawPay Payment Methods and Other Settings
- How to Disconnect Your LawPay Account from Law Ruler
- The Client’s View: The Invoice and Pay Now Button
Activate LawPay for Online Credit Card and eCheck Payments
Let’s get started with how to connect LawPay to your Law Ruler system. The future is here and accepting payments via credit cards and eChecks (ACH/EFT) is key to maintaining positive cash flow. Candidly, credit cards and eChecks allow your firm to save time during the invoice and collections process and are more of a requirement than a convenience today. Law Ruler proudly supports our integration with the market-leading payment vendor, Law Pay.
Please note that LawPay is a third-party vendor and is responsible for supporting and maintaining the LawPay service. Law Ruler Software, LLC provides a connection to LawPay to allow our clients to use their LawPay accounts with Law Ruler legal billing software. Law Ruler is not a merchant bank or payment provider.
To activate the LawPay integration, click on “Setup” and “Billing Settings” You must be a user with admin access, or you will not be able to see these menu options. Please ask your firm administrator or IT department if you need these changes made.
On the “Billing Settings” screen, in the top-right corner, click on the green button to “Activate/Sign in to LawPay”
After clicking this button, you will be asked to enter your LawPay login and password. This is required to activate the integration. Also, please be advised that all credit card and eCheck processing is performed securely in a PCI compliant environment on LawPay’s servers. Law Ruler opens a secure gateway to LawPay and does not store any credit card or eCheck banking information to maintain our PCI compliance. This approach will keep the payment information as secure as possible.
LawPay makes it easy to sign up. If you do not have a LawPay account yet, then click to apply inside of the Law Ruler “Billing Settings” screen. It is important that you do this from inside of Law Ruler so LawPay knows how to process your application. After LawPay approves your account, please come back to this screen and use the instructions above to click on the green button to “Activate/Sign in to LawPay”
Please press “Save” in the top-right corner of the screen after adding your LawPay account.
At this time, your LawPay account will be synced with Law Ruler and you will be able to start sending payment requests for credit card and eCheck transactions to your clients. Enjoy! 💳
If successful, your screen should have the green “Connected” indicator after “Sign in using your LawPay account”
Configure LawPay Payment Methods and Other Settings
Also, you have a few other options that are optional for LawPay. First, choose the payment methods that you want to accept. You may choose from “Allow Payments via Credit Card” or “Allow Payments via eCheck (ACH/EFT)” Most firms will want to accept both since eChecks usually have a lower merchant transaction fee than credit cards.
Finally, you will decide if you want to “Allow clients to edit the payment amount on LawPay invoices” This is set to “Off” by default which will only allow clients to pay the amount in your invoice and not edit the amount. If you would like to turn this “On” then press the “On/Off” selector control, and then press the blue “Save” button in the top-right corner of the “Billing Settings” screen.
How to Disconnect Your LawPay Account from Law Ruler
If you need to disconnect your LawPay account from Law Ruler, then press the red “Disconnect” button under the “Deactivate Payments” header which will appear only after your account is successfully connected to LawPay.
The Client’s View: The Invoice and Pay Now Button
When you send an invoice to each client via email or text message (depending on your configuration), they will receive a clickable link to the invoice.
If your firm has the LawPay integration activated, then your client will be able to use the blue “Pay Now” button at the top-right corner of the invoice to pay you with a credit card or eCheck (ACH/EFT) depending on which LawPay payment methods you allow. Otherwise, they will need to make payment arrangements with your team or mail your payment.
Thank you very much for choosing Law Ruler!