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LawPay is the preferred payment provider solutions for lawyers in America. The integration will insert a "Pay Now" link into the email of the bill you send to your client allowing them to process credit card payments for that bill.
In this article, we will talk about the steps you will need to go through to ensure that LawPay will work on your system. We will also show you how you can update a customized invoice template so that the LawPay "Pay Now" button to appear in the invoices you send to clients.
If you want to learn how LawPay works, please have a look at Using Actionstep's LawPay Integration.
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NOTE Actionstep's LawPay integration is available for users to opt into as an Early Adopter function. TO do this, an Actionstep Administrator will have to enable it for your system.
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Setting up your LawPay
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NOTE To be able to use the Actionstep LawPay integration, you should ideally have a LawPay account setup. To do this, go to https://lawpay.com/sign-up/. |
Setting up Actionstep's LawPay integration is something that you have to be an Actionstep Administrator to do.
Navigate to the Admin screen by clicking on the Admin button at the top right of Actionstep. Click on the Integrations button, then click 'Manage' beside LawPay.
At the bottom of the resulting screen, look for the LawPay box and choose 
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Enter your LawPay login details, then click on the blue 
button to allow Actionstep to use your LawPay account.
You will be navigated back to the Edit Configuration screen.
On this screen, you should nominate your Merchant account and your Deposit bank account.
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Merchant account |
The Merchant bank account is the account you have set up in your LawPay account. From the drop-down, select the bank account that you would want your clients LawPay payments to be deposited into.
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Deposit bank account |
This is the bank account within Actionstep that you would like the payments to be made into. The bank accounts displayed in this drop-down will be the bank accounts that are set up in Actionstep.
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Save the configuration choices and, you are done. You Actionstep is ready to use the LawPay integration. See Using Actionstep's LawPay Integration for details on how to use it.
Putting the 'PayNow' link in your customized bill templates
The ability to customize your bill to getting looking exactly how you want is important for some law firms.
Even if you are using Actionstep's built-in templates, the LawPay 'PayNow' button will not automatically appear on your bill (though it will on the email that is sent when you email that bill).
The merge field you want to insert is:
SP_BillPayInvoiceLink
To insert this, go to the Billing Settings (Admin > Billing Settings). Look for the section called Custom bill templates.
If you have an existing customized bill template, click on its name. If you do not, but you want to create a new one so you can insert the link, click the 'Create new custom bill template' button.
From the window that opens, click on either the name of the custom template you have loaded or the name of the default bill template that you use most often. This will download Word version of the template. Open it in Word.
Now that you have Word open, you want to find the place in your bill template that you would like the 'Pay Now' link to appear. Once you find that place, click into it on the Word document and type the following:
[[SP_BillPayInvoiceLink]]
Save the Word document locally and navigate back to Actionstep. You should still have the Edit / New custom bill template window open. Use the 'Please select a file' button to locate and upload the Word document you just saved.
If you haven't already, give you bill template a name and click the Save button.
All done. You may want to produce a bill to see what the button looks like. You can follow the above process to move it around to new places in the template.
