Utilize the new LawPay Pro to manage and pay time.

It is simple to believe that a corporation we have known for a long time simply performs the tasks we are familiar with. The legal community is aware of law pay as a top-notch payment processor for law firms. With the addition of billing, trust accounting, time monitoring, and cost tracking, LawPay is expanding its range of services.

These new LawPay Pro features, according to Leyasa Horanik, Senior Product Manager at AffiniPay, “will complement your invoicing management.” The features you’re used to seeing from LawPay are still available. You may gather more pertinent data and take more relevant actions with the help of additional LawPay Pro features.

Billing

By enabling you to create line item accounts in just five simple steps, LawPay Pro expands the capabilities of the current Quick Invoice tool.

1-To receive an invoice, choose a contact, or start a new contact right from the billing screen.

2-You can choose a case to include with the invoice. Without introducing cases, bills can be generated.

3-Choose the bank account to which you want to send money.

4-Decide on a payment schedule and deadline.

5-On the invoice, include items. There are seven fields for each position:

a) The type of input, which may be a one-time input, an expense, or a set charge.

b) When that item was created.

b) choosing an activity type from a personalized list.

d) a remark or an explanation

e) Fixed or hourly rates

f) number, such as the number of hours

g) If the merchandise is unpaid for

A draft of the invoice is created after saving, which the user can examine before sending to the contact. The firm’s LawPay payment alternatives are listed on the invoice. Users can modify the default text for each message they send, which the company can set for the message that goes with each invoice.

The invoice is sent to the contact through email with a PDF attachment, and they can choose to pay online by clicking the “pay now” button or by scanning the QR code. Instead of the firm’s “generic” LawPay page, the contact is sent to the payment page for that specific account by clicking a link in an email or scanning a QR code, saving the firm the added labor of tracking and reconciling.

Last but not least, LawPay Pro enables companies to document payments made on behalf of contacts, such when a client phones with a credit card to pay a bill. Each invoice’s payment method is recorded by LawPay so that the business may later review which clients are using which payment method. Of course, a trust account can be used to pay bills as well.

request for trust

A firm can submit fresh trust requests and requests to top off the trust using LawPay Pro. The user responds to six questions when requesting trust.

1-Choose a contact to get a trust request for.

2-Put in the required sum.

3-Add a deadline.

4-Choose a trust account to hold the money you deposit.

5-You can choose to assign the money you got to a certain case.

6-Type the email’s supporting text here. The default text can be chosen by the company.

Receiving a trust request is like receiving an invoice from the perspective of the customer.

The primary location for monitoring the status of invoices and trust requests is the Payments tab. Users can check to see if the receiver has viewed an email asking for trust or an invoice. Every invoice and trust request includes a full history of when they were made, sent to the customer, paid for, and how they were paid for.

keeping time and expenditure records
logging time and costs

Users can enter events and record expenses as they happen with LawPay Pro’s time and expense monitoring features. The business can produce an itemized invoice for the contact at the end of the month.

With the exception of the ability to attach receipts, expense entry functions identically to time entry. To view all open and billed temporary entries or expenses, click to the Billing tab at any moment and choose Temporary entries or Expense.

billing from time and expenditure data that have been kept

Go to the Billing tab during invoicing, select Invoices, and then click Create Invoice. The user of LawPay Pro is prompted to choose a contact before choosing a case. All unbilled bills for that case, both in terms of time and cost, are displayed as “pre-filled” line items once the user has chosen a case. Any element on the line can be changed, and new elements can be added that weren’t there before. The user may also add a percentage or monetary reduction to the invoice.

More “Wouldn’t it be great if” options

LawPay Pro is an addition to an existing product for current businesses. LawPay Pro has upgraded its payment, contact, and reporting functions in addition to adding new billing options.

Payments

LawPay Pro has a current list of all transactions under the Payments page. Users can monitor open accounts and trust requests for each client, filter by bank account, both transaction and trust accounts, and collect money from customers who call and use credit cards or make offline payments.

Contacts

LawPay Pro’s Contacts tab makes advantage of additional billing options. Cases for the primary tracing cases connected to a contact can be linked to by contacts. This relationship also helps time tracking because, especially for those with two or more cases, most attorneys choose to input a time for a case rather than a contact. The payment tab for the contact is superb. The whole trust history, trust requests, bills, trust distribution, and scheduled automated payments for a contact are all shown in one location.

reports

On top of the existing LawPay reporting infrastructure, LawPay Pro is built. For the Pro version, there are new or upgraded reports like:

a report on past-due invoices that lists past-due invoices

Report on receivables

overview of monthly transactions

trust account overview

report on trust account activity And

use data report

View everything on the dashboard

Users can examine the firm’s overview on the LawPay Pro dashboard, which is accessed from the Home tab. This integrated application displays important business indicators including transactions, attendance, and bills. Currently, LawPay Pro is undergoing beta testing. Register at LawPay.com for the early access waiting list.

Version trial of LawPay Pro

Track and Bill Time with New LawPay Pro was first published on Lawyerist.