Integrated Payments

Using 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 (CosmoLexPay) is needed to use Integrated Payments.

payments/using-integrated-payments.htm#microcontent1
CosmoLexPay Benefits for Your Firm

With CosmoLexPay, 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.

payments/benefits-of-cosmolexpay.htm#microcontent1
Stripe Set Up Your CosmoLexPay Account (US)

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

payments/stripe-set-up-your-cosmolexpay-account-us.htm#microcontent1
Stripe Set Up Your CosmoLexPay Account (Canada)

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

payments/stripe-set-up-your-cosmolexpay-account-canada.htm#microcontent1
Set Up Online Invoice Payments

By using our CosmoLexPay integration, your clients can pay their invoices online by:

  • Credit Card
  • ACH/eCheck
payments/set-up-online-invoice-payments.htm#microcontent1
Accessing Your CosmoLexPay Portal

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

payments/accessing-your-integrated-payment-portal.htm#microcontent1
Accessing Your New CosmoLexPay Portal

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

payments/accessing-your-new-integrated-portal-payments.htm#microcontent1
CosmoLexPay Deposit Reporting

From CosmoLex, you can log into your CosmoLexPay 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.

payments/integrated-payment-deposit-reporting.htm#microcontent1
CosmoLexPay Troubleshooting

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.

payments/integrated-payments-troubleshooting.htm#microcontent1
Surcharging with CosmoLexPay (US Only)

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 CosmoLexPay (US), you have the option to set up your account with surcharging which permits CosmoLexPay to seek these fees directly from your client.

payments/surcharging-with-integrated-payments.htm#microcontent1
Integrating LawPay

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

payments/integrating-lawpay.htm#microcontent1
Surcharging with LawPay

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.

payments/surcharging-with-lawpay.htm#microcontent1