Request an Online Retainer Payment

With CosmoLexPay, you can receive online payment directly into your Trust or Operating accounts.

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To set up online payments, you must first enroll & integrate with CosmoLexPay (US)

For added convenience, we provide the option to email a request for Trust or Operating replenishment which includes a link for payment. When utilized, funds will be deposited into your Trust or Operating account, and all Trust or Operating records will be updated within your application.

Alert: Before emailing online Trust or Operating retainer payments, we recommend reviewing the online retainer request email templates under Setup > Firm Settings > Email Templates > Email Invoice. Learn more about editing email templates

Request an Online Trust Retainer Payment

You can request an online trust retainer payment from a matter or from a matter's banking tab:

From the left navigation panel, click Matters.
1. - On the Matters screen, either double-click a matter and from the tabs atop the summary section, click Banking > Transactions.
  - From the toolbar on the transactions screen, click Action > Request Online Trust Retainer.
  - Or click the matter to highlight it.
  - Click on the three dots at the end of the row and from the drop-down, click Request Online Trust Retainer.
  - On the Trust Retainer Request screen, from the Bank field's drop-down, click the appropriate trust bank.
    Note: Only trust banks associated with this matter will display.
  - In the Amount field, enter the amount you want to request from your client.
  - Confirm the client's email address is correct. This will populate automatically if it has previously been recorded for the client. You can edit this email address from here if needed.
  - In the lower-right corner, click Next.
  - Review the Trust Retainer Payment Email template text and make any necessary edits.
    Note: Do not edit the fields in brackets as those will auto-populate the email with the client's information.
    To make permanent template changes, customize your template under Setup > Firm Settings > Email Templates > Online Trust Retainer Payments. Learn more about editing email templates

Important:

To receive credit card payments into trust, a trust account must be associated with a merchant account through CosmoLexPay.
If you receive an error stating the trust bank is not configured to receive online payment, it means the trust bank linked to this matter is not integrated with a merchant account.
To verify which banks are linked to a merchant account, go to Banking. Banks displaying a credit card symbol to their left are connected.
If using CosmoLexPay (US), your payment link will also include the ability to pay by ACH/eCheck.

In the lower right corner, click Send.
The system emails your client requesting an online trust retainer payment and sends a copy to the firm's email address.

The Client Email

Your client receives an email with a retainer payment link.

When your client clicks the link, they are directed to a payment screen to enter their payment information and click Submit Payment.

Important: The client cannot edit the amount displayed.

In your application, the payment amount will:

Appear as a deposit in your trust bank
Update the invoice balance and status
Record the deposit with a credit card or eCheck payment icon
Update your retainer balance

Request an Online Operating Retainer Payment

You can request an online operating retainer payment from a matter or from a matter's banking tab:

From the left navigation panel, click Matters.
1. - On the Matters screen, either double-click a matter and from the tabs atop the summary section, click Banking > Transactions.
  - From the toolbar on the transactions screen, click Action > Request Operating retainer.
  - Or click the matter to highlight it.
  - Click on the three dots at the end of the row and from the drop-down, click Request Online Operating Retainer.
  - On the Operating Retainer Request screen, from the Bank field's drop-down, click the appropriate operating bank.
    Note: Only operating banks associated with this matter will display.
  - In the Amount field, enter the amount you want to request from your client.
  - Confirm the client's email address is correct. This will populate automatically if it has previously been recorded for the client. You can edit this email address from here if needed.
  - In the lower-right corner, click Next.
  - Review the Operating Retainer Payment Email template text and make any necessary edits.
    Note: Do not edit the fields in brackets as those will auto-populate the email with the client's information.
    To make permanent template changes, customize your template under Setup > Firm Settings > Email Templates > Online Operating Retainer Payments. Learn more about editing email templates