STORING PAYMENT CARD DETAILS

In order to store payment card/ACH details and process payments, you need to have the Billing module activated in your license. Billing is an Add-on Module which can be requested by contacting your sales representative. Note that if you're using LawPay integration, you can also store ACH information. For our video on this topic, click here.

1. Navigate to the client profile.
2. Click on Billing>Payment Methods.
   
3. From the Payment Methods page, you can click on the Add Payment Card and/or Add Bank Account buttons to store the corresponding information.
4. Once payment information has been entered and saved, only the last 4 of the card number along with the card expiration date will appear instead of the Add Payment Card Button. If bank account details are added, the Account Number and Account Type will appear instead. For security purposes, if you wish to enter different information, you'll need to delete payment details and re-enter them.
   
5. NOTE: If at any point the payment gateway details (ie, either the LawPay or PayPal integration credentials) are deleted from the administrator portal, all stored payment details will also be deleted. This is also done for security purposes.