Payment Method: Payment Method Overview and Report
When adding payments, you're required to select from 12 system-defined payment methods. Depending on the payment method selected, the payment options displayed will adjust accordingly. The option to include payment method will be available when adding payments to the operating account, trust account and posting all payments, including those from the invoices section. When payments are made through invoice sharing, payment plans or recurring billing plans, the payment method will reflect accordingly.
Keep track of each payment method at a quick glance on the "I want to see all payments towards all invoices report".
Click here to learn how to edit the system-defined payment methods. The name of the payment method cannot be edited, however, you can remove some of the available payment methods from the drop down menu.
When selecting the payment method, the available payment options may adjust accordingly. For example, when selecting Cash as the payment method, the option to 'Receive Payment' is grayed out since this option pertains to processing a credit card, or e-check payments. However, the 'Record Payment' and 'Transfer from Trust' will be the available payment options.
Examples of where you'll be prompted to select the payment method:
+Add New and selecting 'Payment' - Record Apply Payment to Trust
+Add New and selecting 'Payment' - Record Payment to Operating
Invoices Section - When filtering by client, or matter and making a payment, you'll be prompted to choose the payment method.
If you don't see this available in the left-hand navigational panel, please contact support.
Trust Deposits - Initial Trust Deposit when adding a NEW matter.
Trust Deposits - Initial Trust Deposit when adding a NEW Trust Account.
Payment Plans:
If automatic billing is enabled, you can choose to charge automatically by credit card, or E-check. If you dont select the automatic accounting option, your clients will receive an email with a link to make each payment.
- Credit Card - If the client is automatically charged by credit card, the payment method will automatically be selected as credit card.
- E-Check - If the client is automatically charged by e-check, the payment method will automatically be selected as EFT/E-check.
Recurring Billing Plans:
If automatic billing is enabled, you can choose to charge automatically by credit card, or E-check. If you dont select the automatic accounting option, your clients will receive an email with a link to make each payment.
- Credit Card - If the client is automatically charged by credit card, the payment method will automatically be selected as credit card.
- E-Check - If the client is automatically charged by e-check, the payment method will automatically be selected as EFT/E-check.
Matter Ledger for the client:
Click on 'View Details' next to the associated payment line item.
Reports:
Select the report 'I want to see all payments towards all invoices'. Here you'll find the payment method listed within the columns.
PAYMENT METHOD AND AVAILABLE PAYMENT OPTIONS:
- YES: This payment option will be available based on the payment method selected to record, or receive payments.
- N/A: This payment option will be grayed out based on the payment method selected. Users will not be able to use this button to record, or receive payments.
| Payment Method |
Save Credit Card/E-check (Recieve Payment) |
Save with Trust Transfer (Transfer from Trust) (Deposit Funds) |
Save (Record Payment) |
|---|---|---|---|
| BANK DRAFT | N/A |
YES |
YES |
| BANK TRANSFER |
N/A |
YES |
YES |
| CASH |
N/A |
YES |
YES |
| CHECK |
N/A |
YES |
YES |
| CERTIFIED CHECK |
N/A |
YES |
YES |
| CREDIT CARD | YES |
N/A |
YES |
| CREDIT TRANSFER |
N/A |
YES |
YES |
| DIRECT WITHDRAWL |
N/A |
YES |
YES |
| EFT/ECHECK | YES |
YES |
YES |
| MONEY ORDER |
N/A |
YES |
YES |
| WIRE TRANSFER |
N/A |
YES |
YES |
| OTHER |
N/A |
YES |
YES |
Need more help?
Contact our Award-Winning Support Team at (888) 432-1529 or by email [email protected].