Payment Pages are designed to provide your customers with a web-based form to enter payments. Links can be included in emails to your clients or they can be added directly to your website. Pages can be general as well as item-based information.
You can customize the appearance of your pages and add your logo in Settings. This is where you can also update Disclaimers and enable Recaptcha for advanced security.
You must be an admin in order to access the User, Settings, and Notifications areas.
Basic Information
Go to the Payment Pages section in the left navigation bar.
Click the Add Page button.
Page Name is the internal name you would like to use to accurately describe the page.
Page Header is the text that will appear to your clients at the top of the payment page just underneath your logo (if applicable).
Subheader is an additional message to your clients at the top of your payment page.
Select which Merchant Account payments should go to. Note: You can only use one bank account per page and you can only use the Connect module for invoice payments.
Select which Page Type of page you want - General, Item-based or Connect. General pages simply collect a total and do not calculate. Item-based allows you to display certain items (requires prior setup). After the client selects items and quantities, the page calculates what total to charge to the card. Connect pages use the integration to pull back specific invoices from your matter management software.
Defaults for the Recaptcha, Surcharging, and Multi-Language are configured in Settings but you can override them by checking the box on the individual payment page details. Note: Languages should be configured prior to enabling on the payment page. If Spanish or French are enabled and ClientPay detects a user browsing in one of these languages, ClientPay will automatically load the page for them in their browser's default language.
Styling Settings
Your default logo that is saved in the Settings area will show here.
If you would like to choose a different logo use the dropdown menu to choose from the list of saved logos.
Connect Settings (if applicable)
This section will only appear if you have one of our Connect modules. If you would like to leverage your integration for your clients, please see our article about setting up Connect: Payment Pages.
Method Acceptance (if applicable)
If your ClientPay account is configured for both credit cards and eChecks, you can determine which forms of payment may be used.
All means that your clients will be prompted to enter either a credit card or bank account.
Card Only means your clients will only be able to enter a credit card. The eCheck option will be hidden.
eCheck Only means your clients will only be able to enter a bank account when making a payment. The pay with credit card option will be hidden.
Disclaimer
Select Use Default Disclaimer if you would like to use the disclaimer you added under the Settings area.
If you don't want to use the default disclaimer you can create a custom disclaimer that will show at the bottom of your payment page.
Default Fields
Select which Default Fields you want to display on your page and whether they should be required or optional.
We only require the street address and zip code (country code) for address verification so you may choose to not display City & State to shorten the form.
If you do not require the Receipt Emails field, an email address will not be captured. This means your client will not receive a copy of their receipt by email.
Custom Fields
If you have created Custom Fields, select which ones you want to display on your page and whether they should be required or optional. You can add, edit and remove custom fields under the Settings area.
Contact Information
As a default your firm contact information from your application will be entered here.
If you don't want to use the default contact information you can uncheck the Use Default box and enter custom information for this payment page only.
When you are ready, click Save to save your settings and exit the setup page. A form URL is automatically generated when the page is saved. This is the link you will add to your website or emails. If you have added a payment page to your website, you can embed it with a script so clients don't ever leave your website to make a payment.