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

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

You may be using our up-to-date Cloud website. To access those instructions, click here.

 

FAQ: 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.

 

How to Add a Payment Account:

  1. Click on the Orange Actions tab located in the upper right-hand corner.
  2. Click Payment Accounts
  3. 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)
  4. Give the Payment Account a name (Example: " Attorney John Doe Visa card")
  5. Select the Payment Account Type:
    • Credit Card
    • Waiver
    • Draw Down Account (This option may not be available in all states)
    • eCheck (not accepted in all locations)
  6. Click on Enter Account Information.
  7. Input the Cardholder Information.
  8. 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.
  9. 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.

 

If an error happens when adding a payment account, click here to learn more.