How Do I Add a Payment Account? (Legal Professional) – eFile

IF THESE INSTRUCTIONS DON'T MATCH WHAT YOU SEE ON YOUR SCREEN...

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NOTE: A payment account is required to be added to your eFile account in order to submit filings. Even if the fee for a filing is zero, the site will still ask you to select a payment account in the event the court needs to adjust/capture any fees in processing.

You must submit a filing to the court in order to pay for any court fees the court clerks ask you to pay via the efiling website. If you do not have a filing to submit, you cannot pay for your court fees via our website. Please speak with the court clerks for more information if you do not have a filing to submit.

NOTE: The payment information added to all eFile & Serve accounts are password protected by your login credentials. If you still do not trust your eFile & Serve account with your payment information, you may delete your Payment Accounts after use.

If an error occurs when adding a payment account, click here to learn how to resolve the error.

How to Add a Payment Account:

Click on the Orange Actions tab located in the upper right-hand corner.
Click Payment Accounts
Click Add Payment Account (Note: This option is only available if you are the Firm Administrator. If it is missing, you will need to contact your Firm Admin to have the account added)
Give the Payment Account a name (Example: "Attorney John Doe Visa card")
- NOTE: A Payment Account name may be any nickname you want to assign to the account so you know which payment account you are using at the time. Each Payment Account should have its own distinct name that is separate and unique from the other Payment Accounts you have on file. We do NOT advise using your own name as the Payment Account name!
Select the Payment Account Type:
- - Credit or Debit Card
  - Waiver
  - Cash or Pay at Counter
  - Draw Down Account (This option may not be available in all states)
  - eCheck (not accepted in all locations)
  - No Payment Required

Click on Enter Account Information.
Input the Cardholder Information.
When entering a credit or debit card enter the number together - do not use spaces or dashes as this will cause an error. If adding an eCheck enter the name of a signer on the account rather than the business name. Click Continue.
Verify that the Information is correct. Click Save Information.

Once you click Save Information, your payment account will be saved in the system.

Once the card data is entered, the system will only show you the Payment Account Name, the last four numbers of the Account Number, and the Expiration Date. The bulk of the Account Number is obscured for security reasons, and the Expiration Date is shown to remind you when the Payment Account expires.

NOTE: If the payment data you added doesn't appear in the Fees section of your next draft, try the following troubleshooting steps.

Save the draft, exit it, then re-enter it.
Clear your browser's cache and cookies.
Delete and re-enter the payment method.

CREDIT/DEBIT CARDS

On the screen that appears, type in your account information. After you type in all the required information, click the blue Continue button in the bottom right corner.

NOTE: When entering a credit or debit card enter the number together - do not use spaces or dashes as this will cause an error.

After you enter your information for eChecks or Credit/Debit Cards, check that the information you entered is correct on the Billing Details screen. Click the blue Save Information button in the bottom right corner.

After you click Save Information, your payment account will be saved on the eFile site.

WAIVERS

Waivers are issued by the court to specific filers for specific cases or to specifically approved legal professionals (typically those working for the city, county, or municipality) that require them for use on all their filings. Contact the court to see if you are eligible to obtain a Waiver and how to get one before adding one to your available Payment Accounts.

NOTE: Waivers for those who cannot afford filing fees are called "Pauper's Affidavits" in some states. In others Waivers for government/city/county/municipal agencies are listed under the Payment Account Type "Government Agency Filing".

To add a Waiver account, enter an account name for the waiver (like the case or county it applies to), select Waiver as the Payment Account Type, then click the blue Save Changes button.

CASH -or- PAY AT COUNTER

The Cash or Pay at the Counter options are for filers using the efile website from a court computer or kiosk. Select this option when you are at the court and will be paying for the filing at the counter. Please speak with your court filing clerks for more information prior to adding this option to your Payment Accounts.

As with Waiver accounts, simply enter a name for the Cash or Pay at Counter account, select the appropriate Payment Account Type, then click the blue Save Changes button.

DRAW DOWN ACCOUNTS

A draw down account is a pre-paid account you set up with specific court locations to pay for certain filings with.

To set up a draw down account on the Payment Accounts screen, enter a name for the draw down account, select Draw Down as the Payment Account Type, then enter your Account Number. Click the blue Select Locations button to select which court location or locations your draw down account applies to. Click the blue Verify Draw Down Information button to verify your account, then click the blue Save Changes button to finalize the account.

eCHECKS

An eCheck is essentially a direct withdrawal from a checking or savings account at a bank or credit union.