LawPay Link Connection Check List

LawPay Connectivity - General Set-up 

***FIRST:  setup LawPay in Soluno by following the “LawPay Integration” document.  The link on the invoice will not show unless LawPay is active in Soluno.  "Finalize" the Invoice for the LINK to work. 

An example (below) of the Link must be put in the HTML section of the Bill Display template:   

<a href='{_PROCESSOR_LINK_}'>{_PROCESSOR_LINK__TITLE_|Pay by Credit Card}</a> 

Note:  sometimes the actual Lawpay website is inserted/hardcoded and that is OK as well.

Use these steps if the LawPay link is not showing on the Invoice. 

Click on CONTACTS AND FILES Icon  

Contact Manager tab.  Make sure there is an email on the Contact (press “Save”). 

Click on CONTACTS AND FILES icon 

File Manager tab.  Display the file.  Scroll to the "Billing Settings" Section. 

Make note of (write it down) the name of the File Group and the Billing Group. 

Go to ADMIN -> BILLING -> BILLING GROUP tab. 

Edit the Billing Group name from the File (in this case it is “creditcard”). 

Check to make sure this “Billing Group” is accessing the correct “Bill Display”. 

Make note of the “Bill Display” template being referenced.  In this case “cc_with_logo” is the Bill Display template that should have the HTML reference LINK). 

Press Cancel to stop editing the “Billing Group”. 

Click on the “Bill Display” tab directly to the right of the “Billing Group” tab.   

Edit the “Bill Display” name you found in the “Billing Group” (above).  In this case “cc_with_logo” is the name of the Bill Display you will need to edit. 

After editing the Bill Display, scroll down to the HTML sections near the bottom.  

Search around.  In this case, the LINK was found in the “Text to show after signature block” section.   

If the LINK was not found in this Bill Display, that is the reason the LINK is not showing on the Invoice.  To fix this issue: either change the “Billing Group” on the File to point to the correct Billing Group for LawPay, or change the “Billing Group” setting to point to the correct “Bill Display” template that has the LINK. 

Go to ADMIN -> BILLING -> FILE GROUP tab. 

Edit the “File Group” named from the “Billing Settings” of the File (in this example it is “lawpay_t1o1”). 

Scroll to the bottom area of the File Group.  Look for “Credit Card Payment” section. 

This new section was added automatically to that particular File Group when the setup was finalized using the steps from the Soluno “LawPay Integration” document.  

Verify:  The initialization, or reinitialization, of the Credit Card Configuration setting in Soluno for LawPay must be using the same email address for the Firm as the email address used for signing into the LawPay on the actual LawPay Website.  

Final Note:  Soluno LawPay Configuration must be initialized in Soluno for the LINK to actually show on the invoice (in pre-bill or draft).  The Invoice must be “finalized” before the LINK will actually be active and, when clicked on, display the LawPay webpage for that file.