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.

Integrated Payments

If integrated with a payment processing app, when entering a deposit, you will see the "Integrated Payment" option.

If you wish to charge your client through your payment integration, click the radio button to select this option. When you proceed, the payment options available with your payment integration will be displayed.

Note: Integrated payments are real-time charges. Once you save the transaction, the credit card or bank account is charged immediately.

Invoice Payments

To access the Pay Invoices screen, from the toolbar click Quick Action, then click Invoice Payments. You can also reach this screen from the Billing menu. For full navigation steps, see Record an Invoice Payment.

If your firm has an active payment integration, Integrated Payment displays as a radio button in the Source field, alongside Pay with New Funds, Pay from Trust Account, and Pay from Operating Account. Click the radio button for Integrated Payment, and the payment options available through your integration display.

For full step-by-step instructions, see Record an Invoice Payment by Credit Card or Record an Invoice Payment by ACH/eCheck.

Trust Deposits

To access the Add Trust Deposit screen, from the Matters page click the three dots at the end of a matter's row, then click Trust Transaction Deposit. For additional access points, see Add a Trust Deposit Transaction.

On this screen, select Credit Card from the Method drop-down to use your payment integration. Choosing Credit Card opens an additional screen requesting payment details.

Trust Retainer Deposits

To access the Receive Trust Retainer screen, from a matter's Banking tab, click Actions > Receive Retainer > Trust.

If you're using CosmoLexPay or LawPay, the Integrated payment checkbox displays on this screen. Check the box to process the deposit using your integration.

Operating Retainer Deposits

To access the Receive Operating Retainer screen, from the Matters page click the three dots at the end of a matter's row, then click Receive Operating Retainer.

If you're using CosmoLexPay or LawPay, the Integrated payment checkbox displays on this screen. Check the box to process the deposit using your integration.

Note: This option only appears if your firm has Allow Operating Retainer Transactions enabled under Setup > Firm Settings > Firm Preferences.

For full details, see Manage Your Operating Retainers.

Without Integrated Payment

If you wish to record an invoice payment by credit card and are not using our payment integrations, follow the Record an Invoice Payment process and select Deposit as the type, and Credit Card as the method.

Additional Resources