Overview
The Connect module synchronizes your time and billing data between LawPay Link and your matter management system. It allows you to accept payments and automatically post them back to your records.
Prerequisite: You must complete the web service installation and run the required stored procedure scripts before configuring these settings. View the installation guides for details.
Getting Started
Log in as an Admin.
Navigate to the Settings tab in the left sidebar.
Select the Connect tab at the top of the page.
1. Merchant Account Configuration
You must configure these settings for every merchant account in your portal:
Trust Account: Specify if the account is General (Operating) or Trust (IOLTA).
Ledger Codes & Trans Type: Select the default codes/types to be used for automated postings.
Account: Select the corresponding bank account from your matter management software.
Note: To change where actual funds are routed, you must contact [email protected]. Changing the "Account" setting here only affects software posting labels.
2. Field Customization
Manage how data is pulled from your management system and displayed during payment:
Reorder: Use the horizontal arrows to drag and drop fields.
Visibility: Use checkboxes to toggle where fields appear (e.g., Payment Manager or payment pages).
Manual Entry: If a field is placed in a section outside of "Connect," data must be entered manually for reporting.
3. Posting Information
Default A/R Message: Create a custom phrase (e.g., "LawPay Link Payment") to identify the source of the transaction in your software.
Use Posted Date: * Unchecked: Uses the transaction date.
Checked: Uses the date the payment is actually posted (ideal for firms matching deposits to bank statements).
Enable Automatic Posting: Check this to bypass manual entry and post payments instantly upon processing.
Remember to click Save at the bottom of the page before navigating away.