The Add LawPay Payment Method window is used to add new LawPay® credit card or eCheck payment methods to Tabs3 clients. This window can be accessed from the Payment Entry and Client Funds Entry windows by clicking the Add LawPay Payment Method link (if present) or by clicking the New button from the Manage LawPay Payment Methods window.

Note: If at least one LawPay payment method has been defined, then a Manage LawPay Payment Methods Link will be displayed instead.

The fields shown in this window will vary, depending on which type of payment method you select.

Credit Card

The Credit Card payment type includes both credit and debit cards. LawPay accepts Visa, Mastercard, Discover, and American Express cards.

eCheck

The eCheck payment type includes both checking and savings accounts.

Credit Card

The following information must be specified when Credit Card is selected to add a credit or debit card as a new payment method.

Note: If you have a compatible card reader, click the SWIPE CARD link to input the card information via the card reader. You must manually enter a value in the CVV and Zip Code fields. You must also fill in the Email Address field in order for the client to receive an emailed receipt from LawPay.

Cardholder Name

The name on the credit card.

Credit Card

The full credit card number. Do not enter dashes.

CVV

The three digit code found on the signature block on the back of the card.

Expiration Month

The month the card will expire in MM format.

Expiration Year

The year the card will expire in YYYY format.

Zip Code

The zip code of the billing address associated with the card.

Email Address

The email address where the client wants an optional automatic receipt to be emailed.

Note: The Cardholder Name, Zip Code, and Email Address fields are automatically populated based on the values present for the Client Contact in the Client file, but can be edited as needed. We recommend that you verify that the values for these fields are correct before proceeding.

eCheck

The following information must be specified when eCheck is selected to add a checking or savings account as a new payment method.

Individual Account/
Business Account

Select whether the bank account is an individual or business bank account.

Note: This option determines whether the First Name and Last Name or Business Name fields are displayed.

First Name

Enter the first name of the individual associated with the bank account.

Last Name

Enter the last name of the individual associated with the bank account.

Note: The First Name and Last Name fields are displayed if Individual Account was selected.

Business Name

Enter the name of the business associated with the bank account.

Note: This field is displayed if Business Account was selected.

Checking/Savings

Select the option to specify a Checking Account or Savings Account.

Account Number

The account number of the account, which must be 17 digits or less. The account number is typically shown to the right of the routing number on a check or deposit slip.

Routing Number

The routing number of the account, which must be 9 digits. The routing number is typically shown in the bottom left of a check or deposit slip.

Email Address

The email address where the client wants an automatic receipt to be emailed.

Note: The First Name, Last Name, Business Name, Zip Code, and Email Address fields are automatically populated based on the values present for the Client Contact in the Client file, but can be edited as needed. We recommend that you verify that the values for these fields are correct before proceeding.

Once you have entered the required information, click the Continue button to add the payment method and return to the previous window. If you do not want to enter a payment method at this time, close the window to return to the previous window.

Note: All information regarding LawPay payment methods is stored on the LawPay servers and not in the Tabs3 system.

See also:   Credit Card Processing Overview
  LawPay Customization