R210201: Adding payment links to bills

Payment links

A payment link allows a client to click a link on your bill to pay you.

These instructions apply to RTG Bills Online, the online version of RTG Bills.

 

PayPal link

RTG Bills Online lets you add a link to your firm's PayPal business account. The information sent to PayPal includes the email address of your PayPal account (to identify your firm), a description, the matter number, the bill number, and the amount to be paid.

The settings for this feature are part of the bill format. On the General Features for Bills page, you enter the email address of your PayPal account, a description for the link (e.g., "For legal services"), and the text of the link itself (e.g., "Click here to pay this bill now."). You can also choose whether the amount requested is the amount owed on the matter (including any previous balance), or just the new charges on this bill.

On the Summary tab of the Edit Sections for Bills page, check the box for Include payment link. When the bill is created as a PDF file, it will contain a link that the client can click to pay the bill on the PayPal website. The client does not need a PayPal account. They can pay with a credit card.

 

LawPay links

LawPay is another company that offers online payments. Setting it up requires using the advanced features of the bill format.

Begin by going to the General Features for Bills page and removing any entries in the Payment Links section. The Amount to Bill feature is irrelevant because the link to LawPay does not include the amount. The client must enter the amount they wish to pay.

Next, go to the Summary tab of the Edit Sections for Bills page and check the box for Include payment link.

Before going further, make sure the bill format is the way you want it (minus the payment links). We will need to customize some sections, which will "lock" them so the Edit Sections for Bills page cannot change them.

Click the Edit Labels button on the Edit a Bill Format page. Scroll down to labels 134 and 135. Label 134 will be the URL, which is the page on the LawPay website where your client will pay the bill. Click Edit on line 134 and enter the URL. It should look something like this:

https://secure.lawpay.com/pages/firm_name/operating

Replace "firm_name" with the name assigned by LawPay. Replace "operating" with the name of your account that will receive the payment at LawPay. To check that you have the right URL, paste it into your web browser's address bar and press Enter, to confirm that it goes to the right page.

Label 135 is the text of the link. For example:

Click to make a payment online for an outstanding balanced owed.

Let's assume you have a separate trust account, so we need a separate link if the client wants to make a retainer payment. You need two labels for the second link. Assuming labels 144 and 145 are shown as [blank], we will use them for the URL and link text. Label 144, the URL, is something like this:

https://secure.lawpay.com/pages/firm_name/trust

Again, "firm_name" must be replaced by your firm name, and "trust" is the name of the trust account at LawPay.

Label 145, the text of the link, might be this:

Click to make a payment online towards your retainer for future work on your case.

Save the labels and click the Advanced button on the Edit a Bill Format page. On the Customize Sections for Bills page, click Section A.

On the Customize a Bill Section page, scroll down to code 963, Print template link. Click Edit. On the Edit a Bill Instruction page, click the dropdown list next to Special and choose Print section, which is near the top of the list. For Section, choose D, then click Save. At the Customize a Bill Section page again, click Done.

At the Customize Sections for Bills page, click Section D. That section should be empty. We will add the codes to create the two links on the bill.

Click Insert to put something on the first line, then click Edit to change it. Change Code to Special. Change Special to Link URL. Change Label to the URL for the first account. Click Save. You should now see code 961 with the Description Link URL is label 135.

Click Insert on the first line again. It copies the first line to the second line. Click Edit on the second line to change it. Change the Special line from Link URL to Link text, which is the choice below it. Change Label to the link text for the first account, which should be the choice above the URL. Click Save. You should now see code 962 with the Description Link text is label 134.

Click Insert on the second line, to copy it to the third line. Click Edit on the third line to change it. Change Special from Link text to Print simple link. Click Save. You should now see code 968 with the Description Print simple link.

At this point, the bill should contain the first link. Click Done. Note that Sections A and D say Yes, they have been customized. Click Done again. Click View Sample Bill. The sample bill will open in a new tab. Switch to the new tab and scroll down to the last page. You should see the link. Click it to confirm that it works. Close that tab.

Back at the Edit a Bill Format page, click Advanced. Click Section D. On the line with code 968, click Insert, then click Edit on the new line. Change the Special dropdown list to Line feeds, the first item on the list. Change Lines to 2. Click Save.

Now you need to enter the same four codes again, except the link URL is label 145 (instead of 135) and the link text is label 144 (instead of 134). Each time you need to add a line, click Insert on the current last line, then Edit on the new line to change it.

When you have entered the four new codes, click Done, then click Done again to return to the Edit a Bill Format page. View the sample bill and test the two links. Click Done to save the bill format.

 

Other links

The method used above for LawPay links can be used to link to any web page. Perhaps you have a payment page on your firm's website that you want to include on the bills. If you only need one link, use labels 134 and 135, and follow the instructions to add the first four codes to Section D.

 
 
 

 
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