Overview
The Send for Payment feature allows you to generate and send secure payment links to your clients. This enables them to make one-time payments without the need to create or manage an online account.
⚠️ Important: These are single-use links. If a client pays less than the full amount, a new link must be generated for the remaining balance.
🛠 General Setup
Before sending your first link, ensure your branding and security settings are configured:
Default Messaging: Set a standard email template in Send for Payment settings.
Disclaimers: Add a disclaimer message to the footer of your payment pages.
Security: Enable reCAPTCHA to prevent fraudulent activity.
Note: Admin permissions are required to access Settings and Notifications.
⚡ Quick Link
The fastest way to request a payment—ideal for one-off invoices or collecting old outstanding balances.
Payment Information: Select the correct merchant account (if you have multiple) and enter the total amount due.
Invoice Details (Optional): Add an invoice number or due date for better record-keeping.
Choose Delivery Method:
Send via ClientPay: Select Yes for email, enter the recipient’s name/email, and click Send Link.
Manual Delivery: Select No, click Generate Link, and copy/paste it into your personal email or chat.
📂 Bulk Upload
Use this feature to create multiple invoices simultaneously using a spreadsheet (CSV or TXT).
Required Data Fields:
Invoice Number & Date
Due Date
Recipient Name & Email
Amount & Custom Message
How to Upload:
Download the template from the Bulk Upload screen to ensure correct formatting.
Select the receiving bank account.
Browse for your file and click Upload.
Review: Use the Add or Delete buttons to finalize the list before clicking Send All or Generate Links for Download.
📌 Note: If you see the following error message, there is a problem with the data in your file that needs fixing in order to upload.
Please review your file carefully for missing information or incorrect formatting. Once the issue is corrected, you should be able to try another upload. |
🔗 Connect Integration
If you use Connect, you can use your existing database workflow to send payment links instead of entering details manually.
Search your database for the specific matter or client.
Specify the amount due across specific statements.
The payment link is sent directly to the assigned Payer.
Tracking: Payments will appear in Manage Postings for easy syncing with your matter management software.
📊 Managing Sent Pages
Monitor all activity via the Sent Pages tab. You can filter by the following statuses:
Status | Definition |
Outstanding | Active links awaiting payment. |
Payment Received | Links paid in full (viewable in Manage Postings). |
Cancelled | Links voided before payment was made. |
Expired | Links that passed their active timeframe. |
Pro-Tips for Management:
Smart Reminders: Enable Smart Reminders in settings to automate follow-ups.
Custom Views: Use the Column Configurator (top right) to drag, drop, and sort the data that matters most to you.
Export: Click Export to Excel to analyze your payment data in a spreadsheet.