This article may be out of date!
Visit the New Knowledge Center

Video: How Do I Create a Payment Plan Using eCheck with the LawPay Integration?

Objective:

  • How to set up a LawPay Integration Payment Plan using the eCheck payment source
  • Create a Payment Plan with e-Check information in the LawPay Integration

Environment:

  • Clio Manage
  • LawPay Integration

Additional Information:

  • The Client must have paid a Bill or Trust Request at least once and opted to save their banking information for future payments
  • If the Client has not gone through the payment process and saved their banking information, an error message will appear:
    paymentplan_echeck_error.png

Procedure:

 

 

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