Integrated Payments

When applying an invoice payment or retainer deposit in CosmoLex, you are able to not only record the transaction, but process it as well through the "Integrated Payments' option. Integrated Payments allows you to process payment via various electronic payment options. A payment processing integration (CosmoLex Pay) is needed to use Integrated Payments.

With CosmoLex Pay, in addition to direct debits (ACH or PAD) from a client's checking or saving account, you have more ways to get paid, and faster with less manual work, and with more flexibility for your clients.

As your system includes integrated accounting functionality, payments you receive through CosmoLex Pay will simultaneously update your invoice, balances, and accounting records.

As CosmoLex includes integrated accounting functionality, payments you receive through CosmoLex Pay will simultaneously update your invoice, balances, and accounting records.

CosmoLex Pay is CosmoLex's built-in payment processing service. To access the portal, your firm admin must first set up the CosmoLex Pay account.

CosmoLex Pay is CosmoLex's built-in payment processing service. To access the portal, your firm admin must first set up the CosmoLex Pay account.

From CosmoLex, you can log into your CosmoLex Pay online portal and review payment details for each transaction that is included in your deposit. With this feature, you can better track your individual transactions and deposits. This is especially useful for reconciling payments with your accounting software.

When your firm is processing credit card payments for clients using integrated payments, the transaction may be declined. This article contains information on warnings that can be received when processing credit card payments, and troubleshooting issues with declined transactions.

When utilizing any payment processing company to accept credit cards, there are per-transaction processing fees. With the increase in credit card usage, small firms especially may look to pass those fees onto their clients. With CosmoLex Pay (US), you have the option to set up your account with surcharging which permits CosmoLex Pay to seek these fees directly from your client.

CosmoLex provides payment processing service with CosmoLex Pay (U.S.) as well as our LawPay integration (U.S. & CA)

When utilizing any payment processing company to accept credit cards, there are per-transaction processing fees. With the increase in credit card usage, small firms especially may look to pass those fees onto their clients. You can accept eCheck (ACH) payments and pass credit card surcharges through to clients, bringing LawPay's full payment capabilities into CosmoLex. Both options are available everywhere clients pay: payment links, integrated payments, and the Client Portal.