Overview
Payment Pages provide your clients with a secure, web-based form to enter payments independently. These links can be embedded in emails, included on invoices, or added directly to your firm's website.
How it Works: The Connect module works with your existing integration to automatically create accurate posting records once a payment is processed.
🛠 Basic Setup
Follow these steps to create a new payment page:
Navigate: Go to Payment Pages in the left navigation bar.
Add Page: Click the Add Page button.
Page Name: Enter an internal name for tracking.
Header & Sub-header: Add the text that clients will see at the top of the page.
Merchant Account: Select the destination bank account (Note: Only one account per page).
Page Type: Select your Connect module from the dropdown.
Advanced Settings: Toggle Recaptcha, Surcharging, or Multi-Language support.
Note: If Spanish or French are enabled, the page will auto-load based on the user's browser language.
🎨 Design & Customization
Styling Settings
Logo: Your default logo from settings is used by default.
Custom Logo: Use the dropdown to select an alternative saved logo for specific pages.
Method Acceptance
If your ClientPay account is configured to accept both credit cards and eChecks, you have the ability to specify which forms of payment may be used on each page.
Control how your clients can pay:
Method | Description |
All | Prompt for both Credit Card and eCheck. |
Card Only | Hides the eCheck option. |
eCheck Only | Hides the Credit Card option. |
⚙️ Connect-Specific Settings
Fallback Page: If a client enters invoice/client numbers that don't match, they can be redirected here to make a "General" payment.
Warning: Fallback payments must be manually added to your practice management software.
Allow Additional Invoices: If checked, the system will retrieve and display all open invoices for that client ID, allowing them to pay multiple bills at once.
📝 Form Fields & Contact Info
Default Fields: Choose which fields (Address, Zip, etc.) are required.
Tip: To shorten the form, you can hide City and State; only Street and Zip are required for verification.
Receipt Emails: If this field is not required/captured, the client will not receive an automated email receipt.
Custom Fields: Select any Custom Fields you wish to display.
Contact Information: Displays your firm’s contact info by default; uncheck Use Default to enter page-specific contact details.
💡 The Client Experience
The payment process is a streamlined two-step flow:
Validation: The client enters their Invoice/Statement number and Client/Matter number.
Payment: Once validated, the system pulls the relevant data, and the client enters their payment method.
Post-Payment: Payments appear in the Manage Postings area in less than a minute. If Auto-posting is enabled, the payment will allocate to your software automatically.
Frequently Asked Questions
1. Why isn't my client receiving an automated email receipt?
Check your Form Fields settings. If the "Email" field is not set to Required, or if the client leaves it blank, the system has no destination to send the receipt. To ensure every client gets a copy, make the Email field mandatory.
2. Can I link one payment page to multiple bank accounts?
No. Each payment page is hard-coded to a single Merchant Account. If you need to accept payments for both a "Trust" and an "Operating" account, you should create two separate pages (e.g., "Trust Deposits" and "Invoice Payments").
3. What happens if a client can't find their invoice number?
If you have a Fallback Page configured, the client can be redirected there to make a general payment. If no fallback is set, the client will see a validation error and won't be able to proceed until the correct ID is entered.
4. How does the "Multi-Language" toggle work?
When enabled, the page doesn't just provide a button to switch languages; it uses browser detection. If a client's computer is set to French, the payment page will automatically render in French to provide a seamless experience.
5. How long does it take for a payment to show up in my software?
Payments appear in the Manage Postings section of Connect in under 60 seconds. If you have Auto-posting enabled in your Connect Settings, it will sync to your practice management software immediately based on your integration's specific rules.