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:
Procedure:
