Overview
The Payer Portal provides your clients with a secure, self-service environment. If a client’s email address is associated with multiple payer records, they can access all of their information under a single login.
💳 Paying Invoices
Clients can view and pay outstanding balances directly from the portal home screen.
Eligibility: Only invoices created through the internal invoicing module or managed via a Connect module are visible.
Payment Logic: To pay multiple invoices at once, users can enter a total amount and use the Oldest to Newest feature to apply funds automatically to outstanding balances.
Instructions for Clients:
Enter the total Amount to Pay.
Click the Oldest to Newest button to auto-distribute the funds.
Select a saved payment method or enter a new one.
Click Submit.
👛 Payment Method Manager
This is where clients manage their "Wallet" or stored payment methods. There is no limit to the number of cards or accounts a payer can store.
Updates: Clients can update the Name, Address, and Expiration Date of a saved card.
Security: For security reasons, full card numbers are never displayed, and 3-digit CVV codes are not stored.
Replacements: If a card number changes, the client must delete the old card and add the new one as a fresh entry.
📜 Payment History
The Payment History tab provides a full audit trail of all previous transactions made through LawPay Link.
Source Label | Meaning |
Payment Schedules | The transaction was part of an automated recurring plan. |
Enter Payment | The payment was manually processed by your firm. |
Payment Page | The client paid via a public-facing payment link. |
Tip: Clients can click on any individual transaction row to view and download detailed receipt information.
⚙️ Customization & Profile
By clicking their Username in the upper-right corner, clients can:
Update their portal password.
Log out of the session.
Customize the visual theme/look of their portal.