Overview
The Connect integration includes a Payer Portal where clients can log into ClientPay to:
View open invoices.
Make payments.
Manage saved payment methods.
View transaction history.
For more foundational details, click here for more information about Payers.
1. Set Associations to Control Content
If you have a Connect module, use the Associations tab to dictate exactly what clients can retrieve and view from your database (e.g., limiting them to a specific Client Name or Matter Number).
Go to Payers in the left navigation bar.
Use Search to locate an existing payer and click Edit (or create a new payer).
Navigate to the Associations tab.
Click the Add Association (+) icon.
Use the Search By field to pull up specific customers and set your parameters.
Check the box next to the results you want to use.
Click Create Association.
Repeat this process until all necessary restrictions are set.
2. Inviting New Users
Once associations are set, you can grant the client online access.
On the Payer Information tab, find the Login Access toggle (to the right of the email address).
Switch the toggle from Off to On.
A confirmation pop-up will appear once the welcome email is sent.
The client will receive an email providing the login URL and instructions for creating a password.
Managing Access
Once access is granted, you can use the red delete button or the blue password reset button on the Payer Details page to manage the user.
⚠️ Important Note on Email Addresses
Although the system allows you to edit the email address on this screen, login access will not work properly if the email is changed here. If your client changes their email address, the best practice is to:
Delete the old address/access.
Add the new email as a fresh entry.