How do I accept payments through Lawmatics?

Prerequisites

• Your Confido Legal Lawmatics integration is already enabled. 

Accepting Payments on Invoices

• Log in to Lawmatics and create an invoice.
• Click the Email icon on the invoice home screen to send the invoice directly to the client with a link to pay.
  

• All payments made on links associated with an invoice will be automatically applied to that invoice.

Accepting Payments on Trust Requests

• Log in to Lawmatics and create a trust request. Note: The process for creating a trust request is the same as the process for creating an invoice, except select a target bank account of Trust.
  
  
• The process for accepting payment on a trust request is the same as the process for accepting payment on an invoice (see above). 
• All payments made on links associated with a trust request will be applied to that trust request and the trust balance associated with that matter. 
• Note that all payment processing fees are deducted only from the firm's operating account.

Refunds and Voids

• To run a void or refund, log in to Confido Legal.
• Process the void or refund.
• Manually mark that void or refund in Lawmatics.