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Cosmolex

Last Updated: Jan 29, 2018 04:29PM CST

Integration for Users with an Existing LawPay Account

 

  • In CosmoLex, go to Setup > Firm Settings > Apps and turn on Law Pay under Credit Card Processing Apps.




 
  • In the LawPay Integration window, select "I Already have a LawPay Account" and click Ok.
  • Once taken to the next page, you will be asked to sign into your LawPay account
  • Note: if your login begins with cyd, ap or lp you need to click on the Legacy tab to log in.
  • Once signed in, Any banks you have created within CosmoLex will be listed on the left, along with the options to link to a merchant account you have set up.
  • Select which accounts you want to link to which banks. Also, select your default bank for invoice payments (if applicable).


 
  • Once complete, click submit. Your LawPay integration is now set up.
  • Click "Back to CosmoLex" to return to the program.

With this integration, you now have the following options:

  • Clients can pay their invoice directly from the email
  • Clients can pay their Invoice from within their client portal
  • You can request online trust retainer payments
  • You can charge clients' credit card in-house for invoice payments or receipt of their retainer.  










 

Contact Us

support@affinipay.com
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