00:00:
00:01: Welcome everybody to Caret Pay training webinar.
00:05: Today we're going to learn how to use Caret Pay, different ways of payment
00:09: processing, and what reports are available related to Caret Pay. Before
00:13: we start, let's review firm-wide settings related to Caret Pay integration.
00:18: I recommend checking these settings once your Caret Pay application is approved
00:23: and before you start processing payments.
00:26: To access firm settings, you must have
00:28: administrator or office manager permission level.
00:32: In the top right corner of the screen, click the down facing arrow and select
00:38: firm settings. Within
00:39: the firm settings,
00:41: expand the billing and accounting.
00:44: filter
00:45: and select Caret Pay integration.
00:52: On this page, we're going to see four tabs, general, notifications, surcharge, and
00:55: payment links.
00:58: In the general tab, make sure
01:01: that your accounts are mapped to the bank accounts
01:03: that you use to record payments in Caret Legal.
01:07: If not mapped, select appropriate
01:09: bank accounts
01:10: from the dropdown.
01:13: Notifications tab.
01:15: This page will display a list of email notifications available for various
01:18: transaction types.
01:22: Each notification includes its own recipient list and an option
01:27: to toggle notification
01:29: on or off.
01:34: Select Manage Recipient List to see the current recipients for notifications.
01:40: By default, the contact used to establish the merchant application is listed as the
01:43: primary recipient.
01:46: You may update or add recipients as needed. Separate them
01:51: by comma.
01:53: Once done updating,
01:55: click Save to save the changes
01:57: or Cancel the exit screen.
02:01: In the Search Arch tab,
02:03: you will find information related to the surcharge management.
02:07: You will see the toggle that will allow you automatically apply credit card
02:11: surcharge to new clients by default,
02:14: meaning is any new clients that you're going to create in Carrot Legal from this
02:18: point forward will have the surcharge enabled automatically and all their matters
02:22: created
02:26: going forward will have surcharge enabled as well.
02:32: On the bottom below, you will see Manage Search Org button that will show you the
02:35: list of matters where the search org is already enabled and a list of matters where
02:39: the search org is disabled.
02:43: If you would like to enable search org on the matters, you can do it
02:47: two ways.
02:48: One way is doing on a matter by matter basis.
02:52: So looking at the screen,
02:54: you can click on the matter number,
02:57: open the matter page, navigate to the options tab,
03:01: And then scroll down
03:03: until you see the surcharge options checkbox.
03:06: Check the box and click Update
03:08: button on the lower right corner of the matter page.
03:12: That will enable surcharge on this matter.
03:15: Another option is to update surcharge
03:18: for the matters in bulk. For this, we're going to navigate to the matters page to
03:25: see the list of all our matters.
03:28: We're going to be presented
03:31: first with a list of open matters.
03:33: And to enable the search arch, we're going to select
03:36: matters on this first page. Depending on the amount of
03:39: open matters,
03:40: you might have multiple pages here.
03:43: You can expand the view to 100 matters at a time per page.
03:48: So
03:49: we're going to select
03:50: matters on the first page
03:52: and click on the perform bulk actions,
03:55: bright pink button on the
03:56: lower right corner of the screen.
03:59: Here you will see different filters for bulk updating matters.
04:04: We're going to look at the search arch status, which is the last filter here.
04:08: Select enabled and click update. That will enable the search arch on all the
04:11: selected matters.
04:14: After that step is completed, we're going to go to page two,
04:18: select all matters on that page and repeat the action.
04:23: So that will enable the surcharge
04:25: on the matter level.
04:27: As an additional option, you can enable surcharge on a client level.
04:32: So all the matters
04:33: that you will
04:36: assign
04:37: that client as a primary client
04:39: will have matters and surcharge enabled automatically.
04:44: So let's look at the example here. We're going to click on this matter number.
04:50: and navigate to the contact on this matter
04:54: go to the billing
04:57: tab on the contact card
04:59: and
05:01: on the right side you will see the button to transfer credit card surcharge i'm
05:04: going to click manage
05:08: and enable the surcharge
05:10: now if you look at the related matters tab
05:14: All the matters that
05:16: have the designation of this client as a primary client
05:19: now will have the search arch enabled. And any new matter that we're going to create
05:24: from this point of time and designate this contact as a primary client
05:29: will have search arch enabled by default.
05:30: Okay, returning to the firm settings and the fourth tab that we'll see here, payment
05:33: links.
05:36: We will discuss this option of processing payment through the firm payment link a
05:39: little bit later.
05:43: So we'll come back to it.
05:45: While we are in the firm settings,
05:48: Let's take a look at the billing and accounting section here under email options.
05:54: This is where you will be able to review and customize
05:58: email templates.
06:00: So one of the options, one of the ways how you can use Geart Pay
06:03: is by emailing invoices with payment links.
06:07: So this is the place where you could review those email templates and
06:12: customize them for your needs.
06:14: On this email options page, you will see two tabs. One is the blast email options
06:18: and another payment email options.
06:22: Plus email options email template will be used when you are using bulk billing
06:27: center to batch email the invoices.
06:32: And another tab
06:34: will
06:35: allow you to manage and customize the email template
06:38: for those emails that will be sent out individually. So if you are emailing invoices
06:41: on
06:45: invoice by invoice basis.
06:50: So there are four different ways of using
06:54: CarrotPay.
06:55: One is applying direct payments on invoices or receive retainers
07:01: via CarrotPay within Carrot legal system.
07:04: Second way is emailing invoices or retainer requests with payment links.
07:09: Third way
07:10: is that we can share invoices via
07:13: client portal and allowing clients pay through Carat Pay through the portal.
07:18: And the fourth way requesting a payment via Firm Pay Now link or General Pay Now
07:22: link, that option that we saw in the firm settings, which we'll come back a little
07:25: bit later to.
07:29: So let's take a look at
07:31: first way is that how payments
07:34: via Carat Pay can be processed directly
07:38: in Carat Legal.
07:40: So direct payments can be applied in two ways.
07:44: First, we will navigate to our Canyon page,
07:48: invoices and payments tab.
07:50: From this screen, we will see a list of all invoices and we can locate
07:55: one
07:56: of the invoices just scrolling through all our open invoices list here, or by using
08:00: the search
08:04: field to locate the invoice number that we would like to pay.
08:09: So
08:11: once we see the invoice,
08:14: click on the three dot menu option,
08:17: menu bar on the right side,
08:20: and select Record Payment.
08:23: In the Record Payment screen,
08:25: almost all our necessary fields already filled out,
08:28: such as
08:29: payer type, client name,
08:32: to account. So here, make sure you select if you have multiple operating accounts,
08:35: select that operating account that
08:38: is mapped to Caret Pay.
08:41: Payment amount will default to the invoice balance, but you can make partial payment
08:45: if needed.
08:49: And in the payment
08:50: by dropdown, we're going to select carrot pay.
08:54: If you have a payment method that's already saved for this client, you can select
08:58: that in the payment method dropdown. Otherwise,
09:02: click on the add payment method link
09:05: to
09:06: add that payment.
09:08: So add payment method such as credit
09:11: or debit card
09:14: or e-check ACH information.
09:18: Once all the necessary fields are filled out, we're going to click Save to save the
09:20: payment method.
09:23: It will be saved into a Client's
09:25: contact
09:27: card in the form of encrypted token. And then we'll be able to select that in the
09:30: dropdown.
09:34: Select the date,
09:35: put the description of the payment if needed, and click Save to process the payment.
09:41: Click Save and Print if you need to process the payment and generate the receipt.
09:49: The second way of processing the payment,
09:53: it will
09:54: allow you to
09:56: pay several invoices at the same time.
10:00: So we will return to the invoices and payments tab and click the plus sign on the
10:04: right side of the green bar
10:07: and select apply direct payment in the middle column.
10:12: In the Apply Payment to the Invoices screen,
10:15: we're going to select
10:17: the payer. So in this case, it will be the client,
10:21: client name.
10:24: And all associated invoices
10:27: and matters for this client will be displayed.
10:30: If needed, we can narrow down the list by selecting just one matter.
10:36: enter the payment amount
10:38: the total
10:39: due balance on all these invoices will be displayed here on the bottom
10:44: so we'll enter the payment amount
10:47: again we're going to select the operating account that is mapped to carrot pay with
10:50: carry pay
10:53: and then
10:54: under payment buy drop down
10:57: select
10:58: the carrot pay method
11:02: select the payment method that's already saved
11:05: or add
11:06: a new payment method using this link as well.
11:11: After that, select the invoices that we would like to get paid.
11:17: So we distributed
11:19: $100
11:20: among several invoices.
11:22: And please note, I have surcharge enabled for this client and this matters.
11:27: So my total payment amount is updated to include the 3% surcharge. So you'll be able
11:31: to tell
11:35: the client,
11:36: let them know what is their total charge amount will be.
11:42: The carrot will record $100 in this case towards these invoices and the $3 surcharge
11:48: will be recorded into a separate general ledger called surcharge revenue count.
11:53: So the carrot will
11:55: take care of all this transaction recording automatically
11:59: for you.
12:00: Enter the payment date note, which will be a description of the payment
12:05: and
12:06: click Apply a New if you would like to process the payment and record another one.
12:12: Apply in print if you would like to process the payment and generate a receipt
12:16: or apply in close if a process of payment ends
12:20: exiting the screen.
12:21: Or cancel if we just want to
12:24: close out the screen without saving and without processing the payment.
12:29: As I mentioned, the payment method will be
12:32: stored
12:34: on the client's contact card.
12:37: So you can actually, we'll be able to access that contact card. So I'm gonna open it
12:40: up
12:43: and manage payment methods from there.
12:46: So in the contact card, we're going to navigate to the billing tab,
12:50: scroll down
12:51: to carried pay methods section.
12:54: Here we will see different payment methods that
12:57: has been saved for this client.
13:01: As you can see, it is encrypted. It's not going to allow you to or anyone to see the
13:06: full payment information or
13:11: click to edit that.
13:12: The only options we have here is to delete the payment method
13:16: or add a new one.
13:24: Now we're going to return to the accounting page and I'm going to demonstrate how
13:27: you can process
13:30: new trust
13:31: retainer or operating retainer payments
13:34: within Curate Legal. So again,
13:37: let's say this
13:38: Processing of the payments within Carrot Legal, the way will be
13:42: used if the client calls you on the phone
13:45: and would like to provide you with their payment information or they come to the
13:48: office and handing you their credit
13:52: card.
13:53: So you can process the payment
13:56: immediately at that time.
13:58: So on our invoices and payments tab,
14:01: We're gonna click plus sign on the right side of the green bar again and navigate to
14:05: the first column under transaction, trust transactions,
14:09: click new in trust slash retainer payment.
14:12: In the new retainer screen,
14:16: we're gonna select the payer type,
14:17: whether it's a primary client or some other
14:21: role.
14:22: From,
14:23: we'll select the
14:24: client,
14:25: matter,
14:26: select the matter that the retainer will be associated with.
14:30: and two accounts. Select either operating account if we are recording operating
14:33: retainer
14:36: or your trust account that is mapped to Care Pay
14:39: if this is a trust retainer.
14:43: We're gonna put the amount of the payment and under payment method, we're gonna
14:46: select carried pay.
14:49: Under carried pay method again,
14:52: choose either if you have saved payment method, which one will be processed or add
14:55: new payment method
14:59: from the screen right here.
15:03: Once selected,
15:04: verify the date.
15:06: The note is the required field, so we need to put the description of the retainer.
15:15: and click
15:16: Create Retainer to process the payment.
15:19: Select Create a New if you would like to process another retainer after that one, or
15:24: Create and Print if you need to process and generate receipt.
15:29: So this is the way how you can process payments on retainers or on the invoices
15:32: within Garrett Legal itself.
15:36: Now, the second way, the second
15:39: option, how you can use Garrett Pay
15:42: is
15:43: to email invoices with payment links. So you would provide your client a way to
15:48: make a payment
15:50: as a self-serve option. So
15:53: You have
15:54: a couple of ways how you can email invoices. They can be emailed individually, one
15:57: by one,
16:01: or in bulk. To send invoices individually, we can locate the invoice that hasn't
16:05: been paid yet from the invoice list
16:09: or by searching specific invoice.
16:15: Once the invoice is located, click on the
16:17: three-dot menu
16:18: on
16:20: the right side
16:22: and select
16:23: send payment link.
16:25: This will open the email window.
16:28: In this email window, the associated matter
16:31: is automatically
16:32: populated. In the two field, we're going to select the recipient or several
16:36: recipients if needed.
16:40: Use the CC or BCC fields as well if need to be sent to any additional parties.
16:47: On the right side,
16:49: The timer will automatically begin if you have that enabled in your user settings.
16:55: If you do not need to bill the client for
16:59: this action, for this task, you can cancel the timer so the time entry will not be
17:04: created as a result of this email.
17:09: The subject line will automatically populate based on your
17:13: email template settings and the email itself will be
17:17: displayed here.
17:18: If needs to be, you can make one-off changes so you can add any additional
17:22: information to the email body. This will not affect the template that is saved in
17:26: the firm settings.
17:31: On the bottom, we will see the invoice, it's automatically attached. You can attach
17:34: any additional documentation if you'd like to. And the Pay Now button, which is the
17:37: Pay Now link,
17:41: will be also automatically displayed.
17:44: From the client perspective, when they receive the email and click on the Pay Now
17:48: link,
17:51: the secure page will open in their web browser.
17:56: which will display the invoice that you've
18:00: shared, that you sent to the client
18:02: with the invoice balance.
18:04: Also, if they have any outstanding
18:07: invoices that you previously generated for this client, they will see those invoices
18:10: as well
18:13: with the option to print or download the copy of that invoice.
18:18: I also have a retainer that is pending for this client, which also displayed on this
18:21: portal page.
18:25: Now
18:25: all the items will be pre-selected. If needed, the client can
18:30: just select one invoice or multiple invoices,
18:33: and they can also make partial payment.
18:37: When they click proceed to payment,
18:39: they will be prompted to enter their
18:42: payment information.
18:44: There will be two tabs available for them to select credit or debit card
18:48: form or e-check for the ACH
18:51: form will be displayed.
18:53: Please note the surcharge also enabled for this client. So they will be able to see
18:58: the note that's saying 3% surcharge will be applied for credit card.
19:03: If they fill out the form
19:05: and enter their credit card information,
19:09: the total
19:11: amount that will be displayed will include the 3% surcharge. So they will see an
19:15: updated payment amount.
19:19: If they enter a debit card
19:22: or if they're paying with ACH, with the e-check,
19:25: the surcharge will be excluded from that transaction.
19:30: So we do not do surcharge on e-checks.
19:33: debit
19:34: cards or ACH
19:37: payments, e-check, and also
19:39: trust transactions,
19:42: regardless of the payment method, also excluded from the surcharging the client.
19:48: So once the client processed the payment,
19:51: the payment information will be automatically downloaded into Curate Legal
19:55: and the invoice
19:57: that got paid
19:58: will be automatically
20:00: updated from not paid
20:02: to paid or partially paid status if client made a partial payment.
20:12: Now,
20:13: if you would like to email invoices in bulk, so send multiple invoices
20:19: to the client,
20:22: that will be possible
20:24: using the Bulk Billing Center. Please note the Bulk Billing Center needs to be
20:27: enabled
20:30: and set up.
20:31: If it's not, please reach out to Carat Legal Support to assist you with this
20:34: process.
20:38: When you open the Bulk Billing Center model,
20:40: on the first page,
20:42: review the header summary, which will display your current selection and the number
20:46: of invoices or statement
20:50: that will be processed.
20:53: We're going to select the desired action,
20:55: such as email in this case, and then we are emailing the invoices.
21:00: You may also choose to exclude invoices that have been previously sent. So if you
21:07: send one of invoice individually,
21:11: you can
21:12: exclude that from the
21:14: batch emailing. So the client will not receive the same invoice multiple times.
21:19: and then select the desired date range.
21:21: It will default to last month, but you can use a quick filter to change the
21:24: selection or use the custom range.
21:27: So here we're going to select those invoices that we've generated within the date
21:31: range.
21:34: So
21:35: I'm gonna leave it at the last month here and move on to the next page.
21:39: In the second page, the system automatically filters
21:43: for those contacts and matters where the delivery preference method is email PDF.
21:51: You have some additional filters such as matter, client, billing groups, responsible
21:56: attorney and practice area if you would like to narrow down your list.
22:00: In the third page,
22:03: we have an ability
22:06: to review the list of the invoices
22:09: that will be emailed. So the reference number column corresponds for the invoice
22:12: number.
22:14: If needed, we can click on the invoice number to open it in your tab. So we can
22:20: do the final review of that invoice. We wanna see some of the details.
22:24: We will see the matter number, the matter names, and then the recipients for
22:29: each invoice.
22:31: And we have this opportunity to review the list. And if needed, we can exclude some
22:35: of these invoices
22:39: from the emailing.
22:42: Once we move to the next page, this is the fourth and last page here,
22:47: we will...
22:50: see our draft message.
22:52: A payment link will be included
22:54: as well. We can see the subject and the body of the email if needed. Again, we can
22:57: make
23:01: one-off changes to the email body
23:04: if you would like. This will not affect the actual template that is saved in the
23:07: firm settings.
23:10: So this is just if we need to make like one time change or we need to add some
23:14: additional message to this specific batch of emails.
23:19: Once reviewed, we're going to click blast and close
23:22: and
23:24: the messages will
23:26: be
23:27: sent out by Carrot Legal
23:29: and confirmation email will
23:32: notify the user
23:34: who is performing this action
23:36: once the process has been completed.
23:42: Similarly
23:44: to emailing invoices, we can
23:47: also email retainer requests with a payment link.
23:52: So to start this process on the accounting page, we're going to click on the
23:56: retainer requests tab
23:59: and click the plus sign on the right side of this green bar.
24:03: In the create retainer payment request model, we're going to select the matter
24:09: and select the
24:10: bank account that we would like to route this retainer
24:15: to.
24:16: If it's a trust retainer, we're going to select trust account. If it's operating
24:21: retainer, we're going to select operating account.
24:25: Due date of the retainer,
24:27: amount
24:28: of the requested
24:30: payment,
24:31: and then
24:33: we're going to enter notes visible for the client.
24:36: So when we are sending a retainer request,
24:39: system will not generate an invoice. So there will be no attachment into the email.
24:47: So this is why we recommend putting a note so the client will
24:51: know, will be notified why you're requesting this specific payment.
24:56: So you can say something like initial retainer request for our agreement
25:03: or retainer
25:05: replenishment request for depleted funds and so forth.
25:09: You can also add internal notes that will be visible for Carriot Legal users only.
25:15: Once the retainer
25:17: is created, it will be added to this list of retainers.
25:21: And to send a retainer, we're going to locate that retainer request, click the three
25:24: dot
25:27: menu on the right,
25:29: and select send with a link.
25:36: Here, our retainer request email again will
25:40: appear. We're going to select the recipient.
25:44: Similar to our invoice email, our retainer email will be displayed with a link. As
25:48: you can notice, there is no attachment. So we are just sending them the details like
25:51: you see here,
25:56: the note that was created
25:59: and
26:00: the link for the client to pay. When the client clicks the link, they will see the
26:04: retainer information. Again, if they wish, they can make partial payment
26:09: and process the payment.
26:11: Once the payment is processed,
26:14: similar to the invoice payment,
26:17: it will be also downloaded automatically into Carrot Legal. You don't need to do any
26:22: additional actions of recording the payment or doing anything else.
26:27: The matter will have that $1,000 available as a trust retainer. So all the
26:31: transactions will happen on
26:34: the Carrot side automatically for you.
26:38: So as you can see, this is how easy to process payments with
26:44: emailing, just simply emailing the retainer request or emailing the invoice to the
26:48: client.
26:51: Now, the third method of using CarrotPay is sharing invoices via client portal.
27:00: So this process needs to be done individually invoice by invoice. There is no bulk
27:03: action for that.
27:07: So to start the process, we're going to locate the invoice that needs to be uploaded
27:10: to the portal.
27:13: And again,
27:14: go to the right side of that line to the three dot menu and select share via portal.
27:23: We're gonna select the contact or we can select multiple contacts
27:27: with whom
27:27: this
27:28: invoice needs to be shared with. And then in the next page,
27:33: we are going to enter or verify their phone number and email address.
27:39: So if
27:41: this is the first time you're sharing that invoice with that person,
27:45: they will be prompted to register to the portal. So this is why we would need their
27:49: mobile number because they're going to get a specific code for multi-factor
27:52: authentication.
27:56: They will arrive to their mobile number
27:58: and then email address is needed for actually receiving that notification.
28:04: Once you click share, CART will send
28:07: either registration notification or
28:10: if they already been registered before, just going to send them notification that
28:13: something has been shared through the portal
28:16: and prompt the client to register or
28:18: access login to the portal.
28:21: Once they log into the portal, the screen will show that shared invoice in the
28:25: portal page
28:28: and there will be a pay now button. So that will allow the client to pay the invoice
28:32: as
28:35: a self service.
28:37: And once the payment is processed,
28:40: similar to the
28:42: payment through the payment link, it will be automatically downloaded into Carrot
28:45: Legal and invoice will be updated
28:49: from not paid to the paid status.
28:55: Now,
28:56: finally, the last
28:59: method of using Caret Pay is by sending the client's
29:03: payment request using the general
29:06: Pay Now link, which we called Firm Pay Now link.
29:09: So for that one, we are going to return to
29:12: Firm Settings,
29:15: Billing and Accounting section of the settings,
29:19: Caret Pay integration,
29:22: and
29:22: select Payment Links tab.
29:25: So
29:26: this
29:27: payment link, processing
29:30: payments through this firm payment link
29:33: will be beneficial for several
29:36: use cases. So some examples
29:39: would be
29:40: if you need to request a payment
29:43: For a client, for
29:47: the client that you don't have a matter in caret yet, so let's say you just did a
29:50: consultation for a client,
29:53: you have not created a matter in caret,
29:57: so you're not able to send them a retain request, or you're not able to create an
30:00: invoice to email to the client yet,
30:04: but you need to collect the payment.
30:07: So
30:08: in this case, the just general
30:11: payment link will come in
30:13: handy.
30:14: Another
30:16: example
30:18: for using this would be you can embed the link into your website and
30:23: give your clients a way to pay from your website.
30:28: And also another way
30:31: you can give
30:33: clients an option to pay, let's say if they come at your law office,
30:38: you can generate the QR code and which they can scan and process the payment that
30:45: way.
30:46: To start the process here, we're going to
30:49: select account
30:50: in this dropdown, either trust or operating, and generate the payment link.
30:54: Once you do that,
30:56: you will see the payment link appear like on my screen, like here.
31:00: You can
31:01: generate both links, one for each of your accounts.
31:06: And once you share the link, so I'm gonna copy the operating payment link, for
31:09: example.
31:12: Once you've shared that with the client,
31:17: it will open
31:20: the page in the browser
31:23: and prompt them to fill out this form.
31:26: So they will enter the payment amount, their name, phone number, invoice and matter
31:30: number will be optional because again, this
31:33: link is not tied in specifically to any invoice or to any client.
31:38: They will put the description
31:39: of the payment. So you will recognize this payment once it's processed and
31:45: The payment method form will be displayed here, which will give an option to pay as
31:49: an e-check, ACH, or using the credit or debit card.
31:54: Once they process
31:55: the payment, they will receive a confirmation. It will be displayed on the screen,
32:00: as well as they will receive it via email.
32:05: You will receive an email notification of the payment as well. And once it is
32:08: processed,
32:11: you will be able to navigate to accounting page,
32:14: banks and registers.
32:19: And down below there, you will see several controls.
32:21: One of them is unassigned payments, which will display
32:26: number
32:27: of payments that have been processed
32:30: and has not been assigned yet, those payments that came through that firm
32:35: PayNow link.
32:37: I have one
32:38: payment here sitting, so I can see that the description that client
32:43: put in that note field,
32:45: their name,
32:46: when that payment was processed,
32:49: which account it
32:51: has been routed to. Here, I will have that opportunity to assign that payment to the
32:55: matter.
32:59: If you have Matter already, you can select it in the drop-down. Otherwise, you also
33:02: will have an option
33:06: to create new Matter
33:08: right
33:08: from this page.
33:11: Once you select the Matter, you will click Assign, and now that payment information
33:14: will
33:17: be displayed on the Matter page.
33:19: It will be recorded as a retainer,
33:21: as well as I will see that in my operating account bank register.
33:27: And the last thing we will review today
33:30: is carrot pay reports in carrot legal.
33:33: So we looked at the different ways of how you can process the payments. So now how
33:37: we can see all the payments that have been processed, how we can track them and see
33:41: the information.
33:45: So we will click on the reports tab and right below that, click on the carrot pay
33:52: reports filter and select carrot pay disbursement report.
33:59: On this page,
34:00: we'll select the report period. So you can use one of the quick filters or
34:09: custom
34:10: date range,
34:13: and then click apply
34:15: and run report
34:16: on the right side.
34:25: All right,
34:26: so once the report is loaded, we are able to see here all the transactions, all the
34:31: disbursements that have been made into our bank account. These
34:36: are
34:37: the payments that were paid to us using the carrot pay integration.
34:45: see in each disbursement
34:47: we will see how many transactions were included in that disbursement so for example
34:51: on this date on october 30th 2025
34:56: i got a deposit
34:58: a batch deposit that included
35:01: four transactions by clicking on that line item by by expanding that line item
35:06: i will be able to see which matter each of those payments came from
35:11: their dates
35:12: each of the payment amount, if there was a surcharge or not,
35:16: what's the subtotal of the client paid,
35:20: client has been processed, right? What's a client paid?
35:23: And then what is the fee that my firm paid for this transaction?
35:29: So the fee amount will be deducted from your operating account.
35:34: even for trust transaction i just want to point out we never touch your trust for
35:38: any of the merchant fees
35:41: so if you process a trust deposit a trust retainer um the full amount of that
35:45: payment will
35:48: be deposited into your trust account
35:51: any fees associated with those transactions the trust transactions will always be
35:56: deducted from the operating account okay so
36:01: We will see all this breakdown and because
36:06: the carrot pay will deposit payments that came on the same date as a batch.
36:11: So this will
36:12: give us a good
36:14: view of what that batch, which payments that batch consists of.
36:19: Now, another payment, another report, I'm sorry, that is available
36:25: it's a client report. So from the reports tab, we're going to click on the client
36:29: reports filter and select client payments
36:34: report.
36:35: This view will
36:38: show us
36:39: all client payments regardless of the payment method.
36:42: So if you recorded
36:44: any payments in Carat Legal that were paid via check, cash, wire transfer, Carat
36:47: Pay,
36:49: they all will be displayed here.
36:51: Now, if we click on this green square for advanced search with this funnel button,
36:57: we'll be able to run the report for specific date range.
37:01: We can select specific client that we'd like to see all the payments from. And then
37:05: two accounts, I'm just going to select one operating account. And here under payment
37:08: method, drop down,
37:12: we're going to select carrot pay.
37:15: So we are telling, we're asking the system to generate the report for all our carrot
37:20: pay transactions that have been made to our operating account.
37:25: So
37:25: this is the view that you will see like in your register view for
37:30: specific date range. And
37:32: we will see their payment amount and the surcharge if that was applicable.
37:39: So this concludes the overview of Caret Pay functionality.
37:44: I hope this webinar was helpful. If you have any questions, any additional
37:46: questions,
37:49: feel free to reach out to us.
37:51: Thank you.
38:05: Learn to process payments, manage surcharges, customize notifications, share
38:07: invoices,
38:10: and generate comprehensive CARET Pay reports within CARET Legal.