Setting up LawPay (US)

In this article:

• Setting Up the LawPay integration
• Adding the Pay Now Link to Your Customized Bill Templates

LawPay is a payment processing platform specifically designed to help law firms collect fees securely, efficiently, and in full compliance with legal and trust-accounting regulations. The integration adds a Pay Now link in the email of the bill you send to your client, allowing them to process credit card payments for that bill. 

This article covers the steps to ensure that LawPay will work on your system, and how to update a customized invoice template so the LawPay Pay Now button appears in the invoices you send to clients.

To learn more about how LawPay works, please see Using Actionstep's LawPay Integration.

Setting Up the LawPay integration

An Actionstep administrator will need to set up the LawPay integration. 

Before you begin:

• You will need to have a LawPay account set up. To do this, go to https://lawpay.com/sign-up/.
• Contact Actionstep Support to enable the LawPay integration in your system.

To set up LawPay:

1. In Actionstep, go to Admin > Integrations. The Integrations page appears.
2. In the list of integrations, find LawPay and click Connect with LawPay. 
3. When prompted, enter your LawPay sign-in credentials.
4. Click the blue Authorize button to allow Actionstep to use your LawPay account. 
   You are taken to the Edit Configuration page.
5. Provide the following information: 
   • Merchant account: Click the drop-down list and choose the LawPay account you want your clients' LawPay payments to be deposited into. For more help, view the LawPay Help Center.
   • Deposit bank account: Click the drop-down list and choose the Actionstep account you want payments to be made into. Options in this list represent bank accounts set up within Actionstep.
     NOTE:  Actionstep's integration with LawPay does not currently allow you to use trust bank accounts to receive funds. The only bank accounts that show in the Deposit bank account field are non-trust bank accounts.
6. Click Save to save your changes.

Adding the Pay Now Link to Your Customized Bill Templates

Even if you're using Actionstep's built-in templates, the LawPay Pay Now button won’t show up on the bill itself—it only appears in the email when you send the bill. To add the button to the bill, you can use this field:

[[SP_BillPayInvoiceLink|url_only=1]] 

To add this merge field:

1. In Actionstep, go to Admin > Billing. The Billing page appears.
2. In the Custom bill templates section, click the name of an existing bill template.
   TIP:  To learn more about creating invoice templates, see Working with Invoice Templates.
   The Edit Custom Bill Template window appears.
   
   
3. Using the list on the right side of the window, select the template you want to add the button to. 
   A copy of the template is downloaded. 
4. Locate the Word document and open it. 
5. At the place in your bill template where you would like the Pay Now link to appear, add the following merge field: [[SP_BillPayInvoiceLink|url_only=1]] 
   
6. Save the Word document.
7. Return to Actionstep. The Edit Custom Bill Template window should still be open. (If it's not, follow the earlier instructions to return to it.)
8. In the Upload new template file field, click in Please select a file and locate and upload the Word document you just saved.
9. Name the bill template (if you have not done so already) and click Save.

Related Articles:

• Using Actionstep's LawPay Integration