00:01: This video will demonstrate how to navigate and configure CARET Pay settings,
00:06: within CARET Legal,
00:08:
00:09: CARET Pay settings allow firms to manage CARET Pay preferences,
00:13: including account mapping, notifications, surcharge settings, and payment links.
00:20: To access these settings, navigate to Firm Settings,
00:25: Billing and Accounting,
00:27: and CARET Pay Integration.
00:31: The CARET Pay settings page is organized into four tabs, each providing
00:35: configuration options for different aspects of CARET Pay.
00:40: The General tab is where firms can configure account mappings for CARET Pay
00:44: transactions.
00:46: Here you can select the trust account and operating account that will be used when
00:50: processing payments through CARET Pay.
00:54: Proper account mapping helps ensure funds are routed to the correct accounts and
00:58: that payment activity is recorded appropriately with CARET Legal.
01:04: Next is the Notifications tab.
01:08: The Notifications tab allows firms to control which email notifications are sent for
01:14: CARET Pay activity.
01:17: Notifications are organized into categories including transactions,
01:22: disbursements,
01:23: refunds, and chargebacks.
01:26: Each notification type includes a manage recipients option where you can specify
01:31: which users should receive email notifications for that activity.
01:39: Recipient lists are configured individually for each notification type and must be
01:43: reviewed separately.
01:45: Multiple recipients can be added using a comma-separated format.
01:52: This allows firms to ensure the appropriate team members are notified when
01:56: payment-related events occur, while maintaining different recipient lists for
02:01: different types of payment activity.
02:06: Next, we'll review the Surcharge tab.
02:09: The Surcharge tab allows eligible firms to pass applicable credit card processing
02:14: fees onto clients by enabling surcharge functionality within CARETPay.
02:20: When surcharge is enabled at the firm level, it becomes the default setting for
02:24: newly created clients and matters.
02:28: Existing clients and matters are not automatically updated and must be configured
02:33: separately if surcharge is desired.
02:38: After enabling surcharge, you can select manage surcharge to review matters and
02:42: their current surcharge status.
02:46: Surcharge settings can also be managed at the client or matter level providing
02:50: flexibility when determining which matters should participate in surcharge
02:55: processing.
02:57: Surcharges are not applied to ACH or E-Check payments,
03:02: debit card transactions or trust retainer deposits.
03:06: Firms should review all applicable state regulations,
03:10: bar association requirements and firm policies before enabling surcharge
03:14: functionality.
03:19: Finally, we'll review the payment link tab.
03:22: The payment links tab allows firms to create and manage payment links that can be
03:27: shared with clients for convenient online payments.
03:31: Because payment links includes additional configuration options and use cases, they
03:36: are covered in a separate video.
03:38: However, this tab is where you can create, view, and manage your firm's payment
03:44: links.
03:46: This video has demonstrated how to navigate and configure CARET Pay settings
03:51: within CARET Legal,