Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

The LawPay Integration: Payment History and Status

The LawPay Integration is available to subscribers of our Boutique and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

This article details how to view the status and history of payments made by credit card. For instructions on how to set up and apply for the LawPay Integration, see the "The LawPay Integration Set Up" article.

Contents

Credit Card Payment History
Understanding Payment Status

Credit Card Payment History 

To view payments that have been made by credit card, navigate to a bill and click on the "Online Payments" tab in the black menu on the right.

Once viewing your Online Payments tab, you will see a list of your credit card transactions. A payment will have the "Authorized" status until is has completed processing with LawPay. Authorized payments waiting to be processed can still be voided by clicking on the "Void" quick link. 

Screen_Shot_2018-05-09_at_3.10.45_PM.png

Alternatively, you can view a complete history of all Transactions on the Online Payments page. The default view is set for you to view All. 

mceclip0.png

Once the payment has been approved, the status will change to "Completed" and can no longer be voided. If required, the payment can be refunded from the "Payments" > "Online Payments History" tab of the bill.

For instructions on voiding or refunding a credit card payment, see the "The LawPay Integration: Voiding and Refunding Payments" article.

Understanding Payment Status

The Online Payments History tab may show any of the following payment statuses:

  • Pending: Clio is in the process of sending the payment details to LawPay
  • Authorized: LawPay has accepted the credit card details and has begun to process the payment
  • Completed: The payment has been successfully processed by LawPay
  • Voided: The payment has been voided before being Completed
  • Failed: The Payment details were rejected by LawPay, or something went wrong with the transaction

To receive detailed notifications from LawPay whenever a payment fails, contact LawPay directly and ask them to help you to enable "Merchant Notifications". 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality