Payments
Recording Invoice Payments

Apply a payment to an invoice — by credit card, ACH/eCheck, operating retainer, or trust retainer — and allocate partial payments across timekeepers.

Recording Invoice Payments
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Setting Up Payment Processing

Enroll in and configure your payment processor — CosmoLexPay (US and Canada), LawPay, and online invoice payments.

Setting Up Payment Processing
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Managing Your Payment Processor Account

Access your payment portal, review deposit reporting, and troubleshoot declines once you are enrolled.

Managing Your Payment Processor Account
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Client Payment Collection

Let clients pay you directly — online retainer requests, saved payment information, embedded payment links, and recurring payments.

Client Payment Collection
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Fees & Surcharging

Pass processing fees to clients with surcharging through CosmoLexPay or LawPay.

Fees & Surcharging
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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.

Using Integrated Payments
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Transaction Summary

A deposit summary provides a record of all transactions linked to deposit slips, and it also allows you to generate a report for each specific transaction if needed.

Transaction Summary
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