How to receive payments with Firm PayNow

With Firm PayNow our goal is to provide CARET Legal customers with an option to generate payment links. They make it easy for your customers to make payments for any amount and purpose. You can route payments to your Operating or Trust accounts. There is no additional cost for APX customers to use this feature.

Some examples of ways you and your customers can use Firm PayNow include:

1. Enable one-time payments without requiring clients to create an online account. No need to create a matter first, easily collect general retainers
2. Give customers confidence by paying from your website or email. 
3. Make a payment at the law office, by having your customer scan a QR code
4. Use it for non-typical legal expenses. (e.g. workshop, webinar, conference)
5. Allows gift payments for other people. For example, a relative paying legal fees for a family member.

Key Features

• Create payment links for your operating or trust account
• Create QR codes of the payment links for easy scanning by customers
• Disable/Delete payment links you no longer need
• Secure PCI compliant payment method capture
• Firm and customer notifications
• Unassigned payment mapping to matters in CARET Legal 

Getting started

For access to Payment Integration settings, please check your account has been registered and configured. When complete, you will have access to the "Payment Links" tab.

1. Select the APX account you want to create a link for from the dropdown -- you will be given the option to select your Operating account or Trust account.

2. Click Generate Payment Link -- this will populate the unique link that can be shared with your clients. 

3. Grab the link and share! If your firm no longer wants to share the link for your Operating or Trust accounts, you can click "Remove" to block access to the link.

Sharing links with your clients

Once you've shared the link with your client, they can open it in any browser and the payment window will pop up for them.

Customers will receive a confirmation upon payment within the payment link, as well as via email.

With CARET Legal payment information flows into your bank register so you can easily assign it to a matter and contact.

Clicking "Assign" opens the "Assign a Payment" window where you can view payment details and edit the matter and client.