How Do I Refund LawPay Payments?
If a client makes a payment in error through Zola Suite's LawPay integration, you must take the following two steps:
- Remove the payment from the invoice where payment was made in error.
- Log into your LawPay account directly and initiate the refund.
Zola Suite does not initiate refunds directly, so it is important that once payment is removed from the invoice in Zola Suite, you take the second step by logging into your LawPay account to refund the payment there as well.
How does LawPay integrate with Zola Suite?
Zola Payments, powered by LawPay, allow you to record payments and charge clients either via direct payment to an invoice or when recording a new retainer by selecting "Credit Card-LawPay" from the "Payment Method" field
How do I set up the LawPay Integration with Zola Suite?
Zola Suite has the ability to make payments by charging credit cards and also offer clients the ability to pay invoices from within their portal by credit card as well. Before you are able to use Zola Payments, powered by LawPay, we need to connect ...
How Do I Create a New Retainer Using LawPay?
Zola Suite along with LawPay allow users to receive retainers and directly apply the funds to their accounts. To do so: Go to the Accounting section under the Invoices tab Click on the plus sign and select New Trust/Retainer Payment Fill out the ...
How Do I Refund a Retainer?
If you have leftover funds within a client's matter or if they overpaid, you can refund their retainers. Operating retainers can be done within the Invoices and Payments section by clicking on the +, while Trust retainers must be refunded by creating ...
How Do I Add Credit Card Activity and Payments to Zola Suite?
Several ways to capture Credit Card Activity and Payments in Zola Suite are described below. If you have not done so already, be sure to Add the Credit Card to your Banks and Registers. 1- Non-Billable Credit Card Activity can be added through ...
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