Overview
Providing your clients with online access to ClientPay is a quick and simple process. Through the Payer Portal, clients can manage their payment methods and view transaction history.
Functionality Hint: The "Pay Invoices" feature is only available for invoices created through the internal invoicing module or managed via a Connect integration. Without these, payers are limited to updating wallets and viewing history.
Inviting New Users
To grant access to a client, follow these steps within their Payer record:
Pull up the specific details for the Payer.
On the Payer Information tab, find the Login Access toggle to the right of their email address and switch it to On.
Click Confirm in the prompt, then click Save at the bottom of the page.
What happens next?
A welcome email will be sent to your client automatically. This email includes the login URL (https://payer.clientpay.com) and instructions for creating a custom password.
Patience is Key: There may be a slight delay. Avoid clicking "Confirm" multiple times, as each click triggers a new email.
Management: Once access is granted, you can use the Delete (red) or Password Reset (blue) buttons on the Payer Details page to manage the user.
‼️ Email Changes: While the system allows you to edit an email address on this screen, changing it will break the login access. If a client changes their email, it is best to delete the old record and add a new one.
Associating Invoices (Connect Modules)
If you use a Connect module, you can control exactly what a payer sees via the Associations tab.
Click the Add button on the Associations tab.
Search for records by Client Name, Client Number, Matter Number, Matter Description, or Invoice Number.
Filter: Use column filters to narrow down large lists.
Select & Link: Check the items you want the payer to see and click Create Association.