Overview
Customize your firm's experience by managing custom fields, payment page defaults, and security protocols. To access these features, log into ClientPay and select the Settings tab from the left navigation bar.
IMPORTANT: Administrative permissions are required to access the User, Settings, and Notifications areas.
General Settings
Create and organize custom fields to capture specific data during the payment process.
Add Fields: Click the Add button, enter a Custom Name, and select a field type (text box or dropdown).
Assign Modules: Choose which parts of the software should display the field.
Organize: Use the arrow icons on the left to drag and drop fields into your preferred order.
Manage: Use the Edit or Delete buttons to modify or remove fields. Remember to click Save after any changes.
Customizing Receipts
Ensure your client-facing communications align with your branding.
Branding: Enter specific RGB color codes to match your brand.
Messaging: Add a custom footer message that appears on all emailed receipts.
Payment Requests: Customize the default message for "Send for Payment Method" emails.
Automated Features
Expiring Cards: Enable the Auto-send on expiring cards toggle. When active, ClientPay sends a one-time email to the payer on the first day of their card's expiration month.
Module-Specific Configurations
Module | Key Features |
Invoices | Set sales tax, terms, invoice numbering, and toggle "send immediately" options. |
Send for Payment | Set up Smart Reminders (1–4 follow-ups), custom email messages, and payment disclaimers. |
Payment Pages | Personalize "Approved" or "Declined" confirmation messages and add standard authorization disclaimers. |
Visual Styling & Branding
Visit the Payment Page Styling tab to ensure your firm looks professional.
Logos: Upload up to 10 images (PNG/JPEG, max 1MB). Set one as the Default.
Colors: Use the slider or enter Hex codes for backgrounds and buttons.
Backgrounds: Choose between flat, gradient, or two-tone styles.
Multi-Language Support
Offer payment pages in Spanish or French to better serve your clients.
Navigate to the Languages tab.
Select a language and provide translations for your custom fields and disclaimers.
Set the status to On (dropdown option for clients) or Default (page loads in that language automatically).
Ensure Multi-Language is enabled on each individual payment page.
Security & MFA
Protect your account by enabling Multi-Factor Authentication (MFA).
Firm-wide MFA: Toggle On to require all firm users to use MFA.
MFA Duration: Set the authentication window (0–24 hours). Setting this to 0 requires a code for every login.
Client MFA: Enable MFA for the Payer Portal to secure your clients' information.
