Updating Matters.Cloud for Microsoft Outlook
LawPay: Setting Up Your Integration
Introduction
Integration with LawPay is available to users of Quickbooks Online, the details of this are available via the following link:
QuickBooks Online Integration – LawPay
The following steps explain how to embed a LawPay link within the email template sent via Matters.Cloud.
Instructions - Embed LawPay Link Within Email Template
Step 1: In LawPay, copy the link to your payment page.
In the
LawPay
web application, click
Charge
.
For the account where you want to deposit payments click
Actions
>
Show & Copy Page Link
.
Copy the link in the box that pops up.
Step 2: In Matters.Cloud, paste the link into your email template.
In the
Matters.Cloud
application, click
Setup
>
Invoices
>
Email templates
Select the
Email template
you wish to change by clicking on the
Type
column.
Paste the link into the relevant section within the
Contents
field.