The following is a Quick Reference Guide to all features available in the ClientPay 2.0 payment portal:

The dashboard is a visual display of your firm's processing statistics. Track where the majority of your payments are coming from as well as daily, monthly and year-to-date processing volumes.

The equivalent to a virtual terminal, Enter Payment is our basic payment entry system for staff to manually key payments. Fields highlighted in yellow are required; this is the minimum amount of information required in order to make a payment.

Payment Manager is our reporting engine. Use this environment to search all transactions that have been processed through our system regardless of the source and status. This can be done through general searches of the entire database, pre-made reports or more advanced searches relating to specific payment fields. All search result grids can be exported to Excel for your records. From the payment detail screen, you can run Quick Pay to charge the card again, process refunds and print or resend receipts.

Payers is where you can create a comprehensive record of a client's details to use anywhere within ClientPay. Securely store and manage payment methods, view payment history, create invoices or Connect associations and schedule payment plans. You can create a payer record before you take any payments so you have the card on file when they are ready, create a record while you take the payment or create a Payer later from one of the payments already in the system.

Customers who use Invoices or Connect can give Payers access to our payer portal so they have 24/7 access online to view and pay invoices, manage stored payment methods and view transaction history.

Payment Schedules (often called recurring payments) allow you to automate a defined schedule for future billings. Once an individual plan is created in a Payer record, you can monitor the status in the Payment Schedules section. Our model is unique because you can also opt to create the schedule first in this section and then enroll multiple payers who are using the same payment plan.

Note: This feature is an optional add-on and does not appear in all versions.

Create and email electronic invoices to your clients with a link that allows them to pay online anytime. All invoices are assigned to a specific Payer. Payments received against those invoices will automatically adjust the balance as well as apply the payment directly to the Payer account.

Send for Payment is the quickest and simplest invoicing module designed to email your client a link to enter a one-time payment online without having to register for online access. The email and payment page reference an invoice number but, unlike the Invoices module, the email does not provide the itemized invoice detail. This solution is ideal for final collection efforts on old outstanding balances.

This section is where you will create the items that can be displayed on multi-line payments for invoices and item-based payment pages.

Payment Pages provide your clients with self-service option to enter payments on a a web-based form they can access through a link in an email or a button on your website. No login credentials are needed! You can customize the appearance of your pages by adding your logo, custom fields, your contact information and important disclaimers. You can even add reCAPTCHA for advanced security to tell humans apart from bots. General pages are the most basic template used for collecting any payments. Item-based pages allow clients to add a specific number of items to their total purchase; the page will calculate the grand total including tax if applicable.

Note: This feature is an optional add-on and does not appear in all versions.

Connect currently supports direct integrations with Enterprise, 3E, ProLaw and Aderant. This module allows firms to sync time and billing with ClientPay to accept payments and automatically post back to their matter management system saving you time and money while eliminating the chance for human error.

Note: You must be an admin user to access this section.

The Users section is where you manage who has access to your ClientPay portal. Add and remove users, set permissions and reset passwords.

Note: You must be an admin user to access this section.

Settings is where you set system-wide preferences for your firm.

Note: You must be an admin user to access this section.

Notifications are system generated emails that alert users to specific actions within the system that take place. These notifications can be received real-time (the moment they occur) or each evening as a summary for the day’s activities.

Click your username in the upper right corner of the screen to view your profile options. Log out, change your password and customize your user experience. You can choose a background picture, adjust the transparency of the app window and invert the color scheme or increase text size in the left navigation bar.

Alerts are a badge icon in the software that notify you of payment schedules that did not run successfully so you can take action to resolve. Click the icon to view the full list of all declined payments. From this screen you can resubmit, change the payment method and retry or remove the payment.

We want to hear from you! The Send Feedback link at the bottom of the left navigation bar is the quickest way to reach us without having to leave the software. You are already logged in so we know who you are. Need help using the software or have questions for our team? Choose Contact Support, enter your questions and click OK to send an email to [email protected]. Have a request for features you would like to see added? Choose Send Product Feedback. Your suggestions will be submitted to the Products team for review.