When a cardholder contacts their bank to dispute an authorization hold, the bank will simply contact the merchant and ask them to remove it. Enjoy the peace of mind that only comes with using a payment solution. In contrast, arbitration is when the parties involved—the bank, cardholder, and merchant—cannot resolve a dispute on their own, so a representative of the card network is asked to intervene and make a judgment. To run a credit card charge, click New Card Charge from the home screen. Start Getting Paid Faster. To do so, you can add a credit card authorization form to your intake paperwork. If you wish to pay for the rental car, but have someone else drive it, you can rent the vehicle in your name and add them as an. 3. Stratford Dr. The following information is needed to complete the. To run a credit card charge, click New Card Charge from the home screen. All guests will still be required to present a credit card at check-in for incidentals for the room. We would like to show you a description here but the site won’t allow us. The attached Important Notice to Client/Disclaimer of Liability is made a part of this Credit Card Authorization Form. signed copy of this authorization form. Download. Confirm the name on the card. “Ongoing updates, training. . BANK INFORMATION: This authorization will remain in effect until written notification of termination has been given by the customer and. To find out whether an authorization form is required, contact the accommodation using the details found on the confirmation, or reach out to our Customer Service team who are available 24/7. For example: On January 1, a Cardholder orders $2,200 worth of furniture and you receive an authorization for the full amount; however, only a $200 deposit is processed. 6. County Civil Courts at Law Department. The Tabs3 and LawPay integration provides electronic processing of credit card and eCheck transactions in Tabs3 Billing Software and Tabs3 Trust Accounting Software for payments and deposits. Credit Card Authorisation form for Online Payments Thank you for registering with British Council for the IELTS exam. com or 800-459-5798. 207. Authorized Payment Amount $. The transaction status will change from "Authorized" to "Complete" once this process has finished. An approved payment allows the agreement envelope to complete, with the payment record included. Step 3 — Obtain the signature of a customer. NOT. Authorization Request: First off, the client has to authorize the use of electronic payment via a signed form, over the phone, or using a secure online form. To show our gratitude, we're offering a year of no monthly fee when you sign up by 11/30. With LawPay’s flexible, proprietary payment technology, Clio users can take advantage of an online payment solution that allows their clients to easily and securely pay by credit card, debit card, and eCheck from anywhere. Choose My Signature. In order to pay for a Reservation on behalf of another Guest, you must contact the Hotel directly and ask to speak with the Front Desk. Authorization holds can also be used to help identify fraud before processing a transaction. To do so, you can add a credit card authorization form to your intake paperwork. Enter an amount and click Submit charge. The Credit Card Authorization Form is a formal document signed by a cardholder to approve a charge to their credit card for one-time or recurring payments during a specified period. Topics covered include enabling online payments, saving credit card information, processing fees, and more! C. LawPay is a registered ISO of Citizens Bank, N. More importantly, LawPay ensures. Create simple or complex workflows, and route submitted data to your third party apps for easy storage. We have located multiple LawPay customer service numbers: (800) 459-5798 – Toll-Free General Customer Service (866) 376-0950 – Sales. Click Payment. Under the Recurring Payments sections, select the Create recurring payment link. 20 per transaction. Keep the signed form on file for your records and in case of any disputes. Enter a client’s payment details manually or use our Bluetooth reader/swiper to make it even easier to take and manage payments. Obtaining the customer’s approval with the form gives the merchant protection in the event a chargeback is initiated. Alternatively, you can also view your statements anytime via BPI Online or BPI Mobile app. To that ending, LawPay are offering a free Borrow Card Authorizing Form Kit. This feature rolls out in full force in mid-April but is currently in beta for existing and new users. The basic credit card processing service has a $19. Store Client-Matter Credit Card/Bank Account/eCheck on File. Third Party Credit Card Authorization Form. As we established above, accepting credit card payments for legal services evokes several ethical rules. View details of LawPay's Services Agreement here. How to fill out sr lv 034: 01. bank, if you are filing: An application, petition, or request with a USCIS lockbox; or. Credit Card Information Card Type:☐ MasterCard☐ VISA☐ Discover☐ AMEX ☐. In QuickBooks, click the gear icon (Settings) in the top right. - Big Tree WayCustomer Account Information. S. The provisions need to cover the process for reporting a lost card or getting a new card and how to cancel a card. Download the app:Select "casefox" in the dropdown box and click on the "Authorize Application" button. Ideally, you'd accept eCheck and credit card payments—so clients can choose to pay with cash or credit. NerdUp by NerdWallet credit card: Bank services offered by Evolve Bank & Trust. Always provide clearly written, detailed invoices. ) from an individual’s credit card account. I further agree that in the event my credit card becomes invalid, I will provide a new valid credit card upon request, to be charged for the payment of any outstanding balances owed. By selecting "show credit card payment link on invoices" allows clients to pay directly from an. 74 WIP Pymt 240192312abcde3-4567-fgh8-9123 VS3659 SallyLLawson Charge 375. Their median range is $0. Decide on what kind of signature to create. call: (713) 274-1330. Credit Card Type: Visa Credit Card Expiration Date (mm/yyyy) MasterCard. 233. It is not visible to customers or merchants. Meet LawPay Pro – an end-to-end legal billing tool for easy invoicing & payments! Support: 800-459-5798. Skip to Main Content Meet LawPay Pro – an end-to-end legal billing tool for easy invoicing & payments!. Receive your credit card statements via email by enrolling to the BPI eStatement Facility. Opting in to accept eCheck payments. Along with taking advantage of this sample billing language for attorneys, one of the most effective ways to avoid the headaches of chargebacks and payment disputes is by including payment authorization forms as part of your client intake process. the terms set forth in this agreement, agree to pay, and specifically authorize to charge my credit card for the services provided. Travel Interest Survey Form (Pre Trip) Travel Itinerary Template Form. If you do not request an SSN in Part 2 (Items 14-17. Legal Forms For Your Travel Agency. Sales: 866-376-0950 Log in. Card Declined or Limit Exceed. To calculate how many billable hours you worked, simply locate the number of minutes in the left column, then record the billing increment to its right. The use of credit cards has grown 392%! Pay Later is the first legal fee financing option incorporated directly into an online payment solution. In the meantime, LawPay has extended its universal payment link functionality to include QR Codes. Credit Card Authorization Authorization to play for permits via credit card; E-permit payment, delivery and refund policies ; Permit Extension Request Form; Public Records Research Request ; Revision Transmittal To be completed when submitting any changes to an existing permit request. Small Business. Whatever payment method you select, the fee payment should be attached to the front of the application when submitted to USCIS. Payment Information and Setup: Using a payment processing solution, the firm enters the details of the payment. Credit/Debit Card Information: MasterCard . Fill-out the BPI Card Authorization form and provide a copy of your ID along with the ID of your representative. You can plan a one-time charge or schedule charges to repeat indefinitely or until your client has paid a specific amount. Frank LaRose 9/üð Sea-dart 06 State . Size: 50. We understand that this extra procedure may be somewhat inconvenient, however these measures will help ensure theThe credit card authorization form should clearly indicate whether the authorization is for a one-time charge or recurring transactions. It also obtains card holder’s signature. Find out how to use LawPay with your favorite practice management tools. Browse our library of digital assets including social posts, emails, and email signatures as well as printed materials like sample credit card authorization forms and table tents. To get to your QR code: In LawPay, click Charge. e. Credit card information for electronic credit card payments should be enteredMaster Card American Express Credit Card Number: Expiration Date: CSV Code: CARD HOLDER INFORMATION UEP Credit Card Authorization PA Idemia - Billing Department - 6840 Carothers PKWY, Suite 650 - Franklin, TN 37067 FAX COMPLETED AUTHORIZATION FORM TO: 615-871-0845 IF HAND WRITING, PLEASE PRINT. For the account where you want to deposit payments click Actions > Show & Copy Page Link. Charge. Certified copy (certify the document is. A few simple steps on the front end can help ensure your firm has the best opportunity to win a chargeback case, and avoid potential loss of income. Password. Limit Exceeded. When a client scans your unique QR code, they will be redirected to your LawPay payment page where they can enter their credit card or eCheck information and submit payment instantly. For more than a decade, LawPay’s online payment technology has been trusted to help law firms get paid easier, more securely, and 39% faster. 233. FAX COMPLETED FORM TO: ATTN: Date: HOTEL USE ONLY: Guest / Group Name: Check-In / Event Date: Name of Person/Group Making Reservation: Phone: Authorized Amount: Approval Code: Date: CARDHOLDER - Please complete the following section and. Click Next . A law firm client intake form is a document used by legal professionals to collect information from potential clients. LawPay has just announced LawPay ClientCredit to help law firms get paid faster while still offering client flexibility. Refund. LawPay's payment pages gives you a quick and easy way to process a credit card. Use the LawPay integration to accept credit card deposits for a trust account. PDF. 50 per transaction. Department of Homeland Security. Confirm the name on the card. Type text, add images, blackout confidential details, add comments, highlights and more. This authorization will remain in effect until cancelled. Features Payments Credit & Debit Card Payments eCheck Payments Legal Fee Financing Payment. Credit Card Authorization Form . Extended Stay America Select Suites - Greensboro - Wendover Ave. Card authorization refers to the actual notification received by a merchant. If you accept a trust deposit via credit card, select Credit Card Deposit from the transactions tab in a matter Credit cards and debit cards for only $23. The merchant can then charge the card a. For more than 40 years Tabs3 Software. Fill in any specific details or questions that are included in the sr lv 034 form. Credit card authorization forms are more often used for larger purchases (think cars, computers, etc. This may include your billing address, name, card network, card number, expiration date, CVV, and zip code. Obtaining the customer’s approval with the form gives the merchant protection in the event a chargeback is initiated. FeaturesNew Card Charge. Get the free Third Party Credit Card Pre-Authorization Form PA. A. Amount:From service agreements and credit card authorizations, to receipt of goods and COVID-19 waivers––we’ve got you covered with free customizable templates that are suited for your business. This credit card authorisation form has been developed specially for one time download. Check the box to ensure the payment will process each time a form is created. Request payments including one-time payments (fixed, formula-based. A publication by Rectangular . LawPay is proud to provide an invaluable resource for legal professionals and is an approved member benefit provider for The Florida Bar. Meet LawPay Pro – an end-to-end legal billing tool for easy invoicing & payments! Support: 800-459-5798. **Submit this form together with a photocopy of cardholder's credit card, front and back, make sure to mask out the CVV. 9. Time-saving billing and invoicing in one platform. 4 years ago. Primarily, a credit card authorization form. Follow the step-by-step instructions below to design your client credit card pre-authorization form options pa law pay: Select the document you want to sign and click Upload. Get paid faster. Accept payments by entering a client’s credit card number or use the LawPay mobile swiper to quickly capture client card information. Usually, in these types of transactions, the credit card holder is making a reservation for another entity. S. 95% processing. 5% to 3. , phone number, email, etc. Parkway Building 4, Suite 200 Austin, Texas 78730 Phone: 866. We securely handle transaction information, eliminating the need for your firm to store sensitive cardholder information. Fully Integrated with LawPay. Credit Card Authorization Form. Email. You can manually enter the credit card deposit information or send out a request for a client to complete the transaction online through LawPay. The process whereby a Payer (or Customer on Payer’s behalf) requests permission for a Payment Method to be used for a particular purchase of Customer’s Service or Product. Commingling of Operating Account and Trust Funds Catherine Brock. Create your signature and click Ok. The most common reasons for declines are: Card Declined. On the popup, click on the Live Credentials tab and copy the account IDs of trust and/or operating accounts. A PSE makes a payment in settlement of a reportable payment transaction, that is, any payment card or third party network transaction, if the PSE submits the instruction to transfer funds to the. Credit & Debit Card Payments eCheck Payments Legal Fee Financing. Customer Notifications for Scheduled Payments. Sales: 866-376-0950 Log in. 95% processing + $0. Follow the step-by-step instructions below to design your hampton inn credit card authorization form: Select the document you want to sign and click Upload. Basically, a credit card authorization form is used as proof the cardholder has the funds to cover the transaction that they are about to make. For example, prepare a fee agreement and a credit card authorization form for the potential client. Paige Taylor. Learn how MyCase and LawPay customers ensure high collection rates, increase profitability, and gain valuable insights while analyzing financial benchmark data. Time Credit Card Authorization Receipt . 233. Please fax this form to (702) 895. For PCI non-compliance, fines can range from $5K-$100K per month until violations are rectified. Size: 149 kB. Upon delivery of the card, the authorized representative must submit the following to the courier:To protect your credit card information use only this form and do not include credit card information on any other form or document. It states that the cardholder agrees to the charges set forth by the merchant. 2388 Third Party Credit Card Pre-Authorization Form Name: Business Phone: Business Fill form: Try Risk Free LawPay’s legal payment platform lets lawyers separate payments into earned and unearned funds and direct them into their proper accounts. If your law firm accepts credit card payments, you must comply with the Payment Card Industry Data Security Standard or PCI DSS. 10. Once saved, you can then easily make a charge into your trust or operating account with a simple click of a button. Clients enjoy peace of mind. Only use Fax as method of transmittal. This is permission for a single transaction only,ESA third-party authorizations form. You will enter these in CaseFox->LawPay Settings Page. Then, use legal payment software like LawPay to enable fast online payments. eCheck: 1% processing ($10. such as credit card, debit card, and ACH. G-1450, Authorization for Credit Card Transactions. All LawPay accounts are now available with our proprietary eCheck processing, allowing you to accept both check and card payments from clients online, with no additional monthly fee. Choose My Signature. Sales: 866-376-0950 Log in. Card brand network fees may apply. provided. 2388 Client Credit Card Pre-Authorization Form Name: Business Phone: Business Name: Fill card authorization credit form pre: Try Risk Free Download this free, customizable credit card authorization form to help… When was the last time you updated your firm’s payment processes or paperwork? LawPay on LinkedIn: Sample Credit Card. You can request an authorization form from the accommodation. Payment Authorization: I authorize the Office of the Iowa Secretary of State to charge my credit/debit card the amount of fees due. The cardholder signs the document to authorize the business. Our state-specific online blanks and complete recommendations remove human-prone errors. To finish the activation process, enter the proper account information in Boost LawPay settings. Fill out a credit card authorization form (required) Contact the hotel’s front desk after booking to get the form. For more information on consent forms, see Using consent documents and intake forms. The form authorizes the third party to make a payment by using the cardholder’s written consent and credit card information. By leveraging software, hotels can streamline the check-in process and reduce the need for manual. Harris County Clerk. Locate and click on the original transaction that has the card to be recharged. Decide on what kind of signature to create. Important: While. It can either be a one-time transaction or a charge that keeps recurring weekly, monthly, or yearly. Just enter a client’s credit card information, the amount you want to charge, and at what frequency. LawPay was developed specifically for the legal industry, providing attorneys and their accounts receivable/collections departments with a simple way to accept online credit card and eCheck payments from clients. Basic Guest Information. If you have an agreement with your customers to store their credit card/bank account information on file and charge them whenever an invoice is due or replenishment to a trust account is required, follow the steps below: First off, connect a payment account to LawPay. But there are other factors, too. Support line icon. Open the PDF form in a PDF reader, such as Adobe Acrobat Reader. Traditionally, hotels would require guests to fill out a paper credit card authorization form and provide a cardholder signature upon check-in. Merchant’s name. . When the user chooses the saved payment method for a future purchase, the site need only send the payment request with the saved Card ID returned from the Gateway. The articles in this section address MyCase Payments, our in-house payments processor. SEPARATE AUTHORIZATION FORMS You can also choose to add one of several authorization forms to your intake paperwork. Use this template to get your customer’s credit card information and permission to charge their card. Another significant benefit is the affordable processing rates provided by LawPay, which enable me to accept debit and credit card payments without paying exorbitant costs. LawPay Classic helps firms get paid quickly and easily, and accept payments in compliance with IOLTA guidelines. Schedule Demo. Updated June 23, 2023. Credit Card Application Form Download. Frequently Asked Questions. 2. Existing Reservations. Change of Address Application (MC 32)We built LawPay with input from bar association partners and their ethics committees to ensure all credit card, debit card, and eCheck payments are processed in compliance with attorney trust accounting rules. The articles in this section address MyCase Payments, our in-house payments processor. Laws dot-com legal forms guide a credit card authorization form is a business form used for providing the legal authority for a business entity to charge a consumers credit card they are typically used in situations where the payment must be processed off-site from where the. LawPay Standard Pricing. Department of Homeland Security for $380; Signed I-765 form (original signature) Signed G-28 form (original signature)How to authorize a representative to receive your credit card. Consultation Form. If you already use QuickBooks to manage your accounts, you might consider activating QuickBooks’ Merchant Services for receiving credit cards. Cardholder name. other business entity, please print the signer’s name:Effective January 2012, all credit card processors (LawPay, First Data, TSYS, etc) and third-party payment aggregators (PayPal, Square) will be required to report gross card transactions to the IRS. For example, a four biweekly payment 10% APR option would not be reported. 2 - Create a credit card authorization form from scratch. Form Must Be Printed Or Typed. To access that benefit, you need a. LawPay grants free access to the Legal Payments Network, which uses virtual card processing to create secure transactions with quick 1-2 business day turnaround times. In a pilot of the program, one user predicted that the firm’s. If you already use QuickBooks to manage your accounts, you might consider activating QuickBooks’ Merchant Services for receiving credit cards. Detailed. Client Credit Card Authorization Form In an effort to better serve our clients and simplify your billing experience, our firm offers credit card acceptance for your convenience. Adhere to our easy steps to get your CA LawPay Client Credit Card Authorization Form well prepared quickly: Select the web sample from the catalogue. On the right side of the page, select Re-charge. Use the ‘Activate’ button in Subscriptions > Integrations > Online Payments > ‘LawPay’ section. Even if more than a day has passed, you can refund client payments with just a click. yayitsme1 • 2 yr. LawPay’s eCheck payments enjoy all the same flexibility, security, and easy-to-use features as our card payment options. Give your customers the ability to sign and pay from practically any device. Credit Card Type Card Number Expiration Month (MM) Expiration Year (YYYY) CVV/Security Code. To validate the card, and have signed authorization on file to protect against disputes, most forms are not PCI Compliant. The renter of the vehicle must be present to sign the rental agreement and provide their credit card at the time of pick up. You may mail this application and a check, money order or a Payment Authorization to the address on the form. A credit report authorization form, also known as a consent form or permission form, is an agreement between you (the consenter) and another company (third party) to allow them to look at your consumer credit file for their own business reasons. A complaint on a third-party website indicates that LawPay charges a PCI non-compliance fee of $19. 95% processing + $0. 1. Start Getting Paid Faster. When the second option applies, the surcharge could surpass the 2% cap. Available for both iOS and Android devices, the LawPay mobile app allows you to securely accept payments from your smartphone or tablet. Decide on what kind of signature to create. . MyCase and LawPay have joined forces to create the most comprehensive legal practice management and payments platform. Learn more. The Clearent by Xplor universe goes beyond embedded payment technology. Choice Hotels. Recurring payments, also known as automatic payments, are pre-authorized transactions that allow a business to charge a customer for services or goods on a set schedule. Here are the steps that go into processing an electronic check: 1. Fees for requests by fax must be paid by charges to your credit card/debit card. Somewhat obviously, an authorization form needs to provide the name of the guest who the card is paying for, along with some basic information, such as some contact information (e. 05 Arch Pymt 231231112abcde3-4567-fgh8-9123 DS-7645 MartinJAlexander Credit -35. e. It has been seamlessly integrated into the LawPay interface as an additional payment option alongside credit card and eCheck payments. All Collections. Step 2: Paste your payment page link into QuickBooks. Email. The basic credit card processing service has a $19. Notwithstanding the foregoing, AffiniPay does not, and will not. Forgot your password? Never received your confirmation email? Email Support. ) than they are for smaller, everyday items. Here is a quick look at building another sample card payment authorization form…built in less than two minutes flat!Pros. Follow the step-by-step instructions below to design your wyndham hotel card: Select the document you want to sign and click Upload. Follow the step-by-step instructions below to design your wyndham hotel card: Select the document you want to sign and click Upload. Commingling of Operating Account and Trust Funds To that end, LawPay is offering a free Credit Card Authorization Form Kit. It's not OK to store the full PAN (primary account number) on paper. Transactions. Visa, MasterCard & Discover: 2. 95 monthly fee plus a fee for each transaction: 1. 4 years ago. Download this free, customizable credit card authorization form to help streamline your billing process. g. LawPay was also developed specifically for lawyers to properly handle trust accounts and ensure compliance. Type text, add images, blackout confidential details, add comments, highlights and more. You can reach our support team at support@lawpay. LawPay’s Secured Credit Card Vault. This feature allows you to collect payment details from your clients and securely store the data within your LawPay account. If your state does allow surcharging. 201 Caroline, Suite 300. Merchants and businesses use recurring credit card authorization forms to charge for their goods and services without needing a customer to be present. Authorization means a signature from the cardholder and can be collected on paper or electronically. Payment authorization forms allow you to secure, in writing, not only. If your law firm accepts credit card payments, you must comply with the Payment Card Industry Data Security Standard or PCI DSS. Its primary purposes are twofold: It enables businesses to securely process and accept payments when the customer is not physically present, such as for phone or online orders. Use Card Vault to send clients a payment authorization form so you can have a signed digital record of their approval to keep their payment method(s) on file. I authorize ESA Management, LLC to charge all room and tax charges to the named guest (s) at the hotel indicated on this form for the payment dates listed to my credit card; and in addition, all charges checked below: Every 7 nights for each guest (credit. 3. Transaction approved for a partial authorization (credit card only) U02: ACCOUNT NOT APPROVED: The customer is either: Attempting to process an echeck payment from a bank account that does not process payments (such as a Federal Reserve Bank). Select a deposit account from the top drop-down menu and enter an amount. And, you aren’t charged for the sale since you never submitted it for processing! All you pay is the per-authorization. net is a cloud-based payment processing software that helps streamline the submission of customer transactions to payment processing networks. Fill form: Try Risk Free. You may cancel this authorization at any time by contacting us. How to create Scheduled Payments. Trip Details Confirmation (Post Booking) Vacation In Review (Post Trip) Disney World Planning & Booking Cheatsheet (Agent Facing) 2. 0911 or Aleta O’Brien at 504. 11 to $0. through “EFS-Web” or any other USPTO Web site. Explore how to track time, invoice clients, and other key features in Pro. 20 per transaction. Can I email the third-party credit card authorization form to the hotel? Unfortunately, you can't. Sample Credit Card Authorization Forms | LawPay lawpay. Businesses with less than $5 billion in annual revenues often pay less than that. The form can be used for a single transaction or recurring charges on the card. 03. Take advantage of the tools we offer to submit your form. Client confirms that client is an authorized signatory for the credit cards above listed. After printing the authorization form, follow the steps listed on the link shared by @Mark-R above: Authorization form for. LawPay’s secure online payment solution lets you run a transaction from your computer, tablet, or mobile phone. What to Consider for Law Firm Credit Card Processing. Here are the steps that go into processing an electronic check: 1. Updated. Meet LawPay Pro – an end-to-end legal billing tool for easy invoicing & payments! Call Sales: 866-376-0950. It is recommended for the customer to contact the number on the back of the credit card to. LawPay grants free access to the Legal Payments Network, which uses virtual card processing to create secure transactions with quick 1-2 business day turnaround times. provided. To learn more about specific stipulations in Colorado, this article details CO Credit Card Surcharge Laws. Its primary purposes are twofold: It enables businesses to securely process and accept payments when the customer is not physically present, such as for phone or online orders. The kits includes deuce product authorisation forms from LawPay: the first covers client authorizations, while the second form covers authorizations for friends and family members who are paying on behalf out clients. The cardholder signs the document to grant permission to the merchant. A credit card authorization code is an alphanumeric code, typically between 2-6 figures long, meant to indicate whether or not a credit card transaction has been approved. To that ending, LawPay are offering a free Borrow Card Authorizing Form Kit. The median cost to accept an ACH payment is $0. The right law firm payment processing solution should do five things: 1. The original card information such as Card Holder Name, Zip Code, etc cannot be changed. Save or instantly send your ready documents. This gives you the ability to offer simple, secure fee financing within your existing system. A credit card authorization form is a formal document that a customer signs to approve a charge to their credit card. LawPay is the #1 online payment system for law firms, big and small. If you need to return client funds, LawPay provides two easy ways for you to manage the transaction. 20 per transaction. O. All Collections. Credit card authorization forms are a document/agreement that formally allows a merchant to charge your credit card at a later date, either for single-use or recurring transactions. When the user chooses the saved payment method for a future purchase, the site need only send the payment request with the saved Card ID returned from the Gateway. LawPay streamlines end-to-end invoicing so you can. A pop up will appear to have you login to your LawPay account. Seamless technology combined with smile-inducing support. The first covers client authorizations, while the second form covers authorizations for friends and family members who are paying. In the LawPay portal, select Transactions from the left navigation menu. Select the Unpaid tab to find the bill for which you want to record a payment. The payment is recorded and credited to the client, just as a credit card or eCheck payment would be. 3. Create Document. 00 MARY 08/23/2022 2:15PM 451.