Once you enable Smokeball Payments or your LawPay integration, you can store your client’s credit card information and use the card to make invoice payments.
Please note that these saved credit cards can only be used to make payments towards invoices. The saved cards cannot be used to deposit funds directly into your Trust or Operating accounts.
Add a credit card to your client’s payment profile
- Search for your contact in the Smokeball Web App.
- Select the Credit Card tab and then select Add Credit Card.
- Enter a description for the card. This is an internal reference.
- Enter the client's credit card details and select Save Card.
Request your client to enter their credit card details
For peace of mind, you can also send a Credit Card Request to your client via email so they can enter the details themselves. Follow these steps:
- Search for your contact in the Smokeball Web App.
- Select the Credit Card tab and then select Request Credit Card.
- Optional: Select the Edit Email button to change the subject line and message content. You also can choose to have a copy of the email sent to your account by using the provided toggle under the To field.
- Select Send Now.
- The client will receive an email prompting them to add their card details.
- The card's last 4 digits and expiry will appear in the Credit Card section of their contact card in Smokeball.
Security Note: Credit card details will not be stored nor pass through Smokeball. They are saved with our payment processor, and Smokeball will only save a unique ID which links to the credit card.
Apply a credit card payment
- Open your matter in the Smokeball Web App.
- Select the Invoices tab and then select the Add Payment button.
- Select Credit Card from the Type dropdown menu and toggle on Take Payment Now.
- Use the checkboxes to select which invoices will receive payments and select Enter Payment Details.
- Choose a credit card or enter new credit card details and select Review.
- Confirm the payment amount and billing details, then select Process.