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  1. ClientPay
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Discover ClientPay

General

  • Notifications
  • Adding and managing users
  • Personalize Your User Experience
  • Settings
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The Basics

  • Enter Payment
  • Dashboard
  • Quick Pay
  • Payment Schedules
  • Send for Payment
  • Payment Pages
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Payers

  • Creating Payers
  • Add Payments to Payers
  • Merging Payers
  • Saved Payment Methods
  • Setting up Payment Schedules (recurring payments)
  • Setting up Connect Associations
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Connect

  • Connect Settings
  • Using Connect for integrated payments
  • Connect: Manage Postings
  • Connect: Payment Pages
  • Connect: Auto-Pay
  • Using the Payer Portal with Connect

Reporting

  • Payment Manager | Payment Search
  • Payment Manager | Reports
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