# 8am ClientPay Link Help Center

> Advice and Answers from the 8am ClientPay Link Support Team

## Discover ClientPay

- [8am™ ClientPay Brand FAQ](https://supportcenter.clientpaylink.com/en/articles/12037916-8am-clientpay-brand-faq.md): A comprehensive FAQ regarding the transition from AffiniPay to 8am, covering account security, billing continuity, and the new unified brand identity.
- [Adding and managing users](https://supportcenter.clientpaylink.com/en/articles/9342938-adding-and-managing-users.md): Learn how to add new team members, manage security permissions, and troubleshoot login issues. This guide covers the step-by-step process for creating users, clearing account locks, and reactivatin...
- [Personalize Your User Experience](https://supportcenter.clientpaylink.com/en/articles/9342939-personalize-your-user-experience.md): In this article, you will learn how to personalize your ClientPay interface by adjusting background images, window transparency, and navigation bar accessibility settings to fit your visual prefere...
- [Managing Your ClientPay Settings](https://supportcenter.clientpaylink.com/en/articles/9342941-managing-your-clientpay-settings.md): In this article, you will learn how to configure your ClientPay account settings, including creating custom fields, styling your payment pages with firm branding, and enabling Multi-Factor Authenti...
- [Disclaimers](https://supportcenter.clientpaylink.com/en/articles/9342942-disclaimers.md): Learn how to draft an effective authorization statement, where to place these messages for maximum visibility, and how to ensure your firm is protected during payment disputes.
- [Notifications](https://supportcenter.clientpaylink.com/en/articles/9342943-notifications.md): Learn how to add multiple recipients correctly, choose between real-time and daily summary frequencies, and identify the specific error notifications essential for monitoring the Connect module.
- [Alerts](https://supportcenter.clientpaylink.com/en/articles/9342944-alerts.md): Learn where to locate the Alerts badge, how to view a comprehensive list of declined transactions, and the steps required to either retry a payment or update a client's billing information to resol...
- [Enter Payment](https://supportcenter.clientpaylink.com/en/articles/9342945-enter-payment.md): Learn how to manually process payments efficiently.
- [Dashboard](https://supportcenter.clientpaylink.com/en/articles/9342946-dashboard.md): Learn how to interpret your firm's processing activity.
- [Quick Pay](https://supportcenter.clientpaylink.com/en/articles/9342947-quick-pay.md): Learn how to expedite your billing process using Quick Pay.
- [Send for Payment: User Guide](https://supportcenter.clientpaylink.com/en/articles/9342949-send-for-payment-user-guide.md): A comprehensive guide to the "Send for Payment" feature, covering Quick Links, Bulk Uploads, and Connect integration to help clients make one-time payments without an account.
- [Surcharging](https://supportcenter.clientpaylink.com/en/articles/9342951-surcharging.md)
- [Invoices](https://supportcenter.clientpaylink.com/en/articles/9342952-invoices.md): Create, send, and manage electronic invoices. This article covers adding line items, calculating sales tax, tracking unpaid balances via the Aging Report, and processing client payments.
- [Swipe a Card](https://supportcenter.clientpaylink.com/en/articles/9342953-swipe-a-card.md): Learn how to process face-to-face payments using a card reader.
- [Creating Payers](https://supportcenter.clientpaylink.com/en/articles/9342954-creating-payers.md): Learn how to build and manage your customer database.
- [Add Payments to Payers](https://supportcenter.clientpaylink.com/en/articles/9342955-add-payments-to-payers.md): Learn how to consolidate your client's transaction history.
- [Merging Payers](https://supportcenter.clientpaylink.com/en/articles/9342956-merging-payers.md): Maintain clean data by merging duplicate records. This article walks you through selecting duplicate payers, resolving conflicting contact information, and finalizing the merge to ensure your recor...
- [Saved Payment Methods](https://supportcenter.clientpaylink.com/en/articles/9342957-saved-payment-methods.md): Learn how to securely store unlimited credit cards and bank accounts, how to send secure requests for clients to enter their own payment details, and the proper steps for updating or removing expir...
- [Setting up Payment Schedules \(Recurring Payments\)](https://supportcenter.clientpaylink.com/en/articles/9342958-setting-up-payment-schedules-recurring-payments.md): Learn how to create and manage recurring payment schedules for your clients.
- [Setting up Connect Associations](https://supportcenter.clientpaylink.com/en/articles/9342959-setting-up-connect-associations.md): In this article, you will learn how to link clients to your matter management database using Connect Associations and how to automate recurring invoice payments via the Auto-Pay feature.
- [Viewing a Payer's Payment History](https://supportcenter.clientpaylink.com/en/articles/9342960-viewing-a-payer-s-payment-history.md): Learn how to locate, filter, and manage individual payer transaction records.
- [Setting Up Online Access for Payers](https://supportcenter.clientpaylink.com/en/articles/9342961-setting-up-online-access-for-payers.md): In this article, you will learn how to grant your clients access to the Payer Portal, manage their login credentials, and associate specific invoices or matters to their account for easy online vie...
- [Payer Portal: The User Experience](https://supportcenter.clientpaylink.com/en/articles/9342962-payer-portal-the-user-experience.md): In this article, you'll learn how payers manage multiple accounts with one login, pay invoices using the "Oldest to Newest" feature, manage stored payment methods \(wallets\), and track their full tr...
- [Connect Settings](https://supportcenter.clientpaylink.com/en/articles/9342963-connect-settings.md): Learn how to map merchant accounts to specific ledgers, customize the visibility and order of data fields, and set up automatic posting to streamline your firm's reconciliation process.
- [Using Connect for integrated payments](https://supportcenter.clientpaylink.com/en/articles/9342964-using-connect-for-integrated-payments.md): Learn how to use the Connect module to search for open invoices, allocate funds to specific ledgers, and process integrated payments. This guide covers the 4-step payment flow, including manual ent...
- [Connect: Manage Postings](https://supportcenter.clientpaylink.com/en/articles/9342965-connect-manage-postings.md): Learn how to navigate the seven transaction views, resolve data conflicts via reallocation, and use bulk action buttons to post or export your payment records efficiently.
- [Connect: Payment Pages](https://supportcenter.clientpaylink.com/en/articles/9342966-connect-payment-pages.md): Learn how to create and customize Connect: Payment Pages to allow your clients to pay invoices securely online.
- [Connect: Auto-Pay](https://supportcenter.clientpaylink.com/en/articles/9342967-connect-auto-pay.md): Learn how to link saved payment methods to specific matters, configure payment logic \(such as "pay in full" vs. "fixed amount"\), and manage how these automated payments post back to your firm's man...
- [Using the Payer Portal with Connect](https://supportcenter.clientpaylink.com/en/articles/9342968-using-the-payer-portal-with-connect.md): Configure and manage the Payer Portal for your clients. This article covers setting up associations to control visible content, inviting users via the Login Access toggle, and managing email update...
- [Payment Manager | Payment Search](https://supportcenter.clientpaylink.com/en/articles/9342969-payment-manager-payment-search.md): This article provides an overview of the Payment Manager search functionality, detailing how to use Quick Search, Date Range reports, and Advanced Search filters to locate and manage transaction data.
- [Payment Manager | Reports](https://supportcenter.clientpaylink.com/en/articles/9342970-payment-manager-reports.md): Learn how to build, customize, and automate financial reports.

## Integration Support

- [The "CP" Button: ProLaw Integration Guide](https://supportcenter.clientpaylink.com/en/articles/9342975-the-cp-button-prolaw-integration-guide.md): Learn the step-by-step process for launching ClientPay directly from your ProLaw interface and how to apply the necessary credentials for various software versions to ensure a seamless payment work...
- [Connect Integration: Security FAQ](https://supportcenter.clientpaylink.com/en/articles/9342976-connect-integration-security-faq.md): This article outlines the security protocols and data handling practices for the Connect Integration to ensure your firm’s information remains protected.
- [SurePoint Integration Instructions](https://supportcenter.clientpaylink.com/en/articles/9342977-surepoint-integration-instructions.md): This guide provides the exact steps for admins to locate their Account Key and PIN and enable credit card processing for team members.
- [Coyote Analytics Integration Instructions](https://supportcenter.clientpaylink.com/en/articles/9342978-coyote-analytics-integration-instructions.md)
- [Juris Integration Instructions](https://supportcenter.clientpaylink.com/en/articles/9342979-juris-integration-instructions.md): This guide covers retrieving API credentials and configuring both Operating and Trust accounts within the Juris Firm Options menu.
- [star\*collect Integration Instructions](https://supportcenter.clientpaylink.com/en/articles/9342980-star-collect-integration-instructions.md): Learn how to connect your ClientPay portal to star\*collect.
- [Embed a Payment Page](https://supportcenter.clientpaylink.com/en/articles/9342982-embed-a-payment-page.md): In this article, you will learn how to integrate a seamless payment experience into your website using the ClientPay embed script, allowing clients to pay securely without leaving your site.
- [ClientPay Free SSL Certificate Installation](https://supportcenter.clientpaylink.com/en/articles/9342983-clientpay-free-ssl-certificate-installation.md): Follow these steps to install your free SSL certificate and secure your connection.
- [Troubleshooting Connection Errors](https://supportcenter.clientpaylink.com/en/articles/9342984-troubleshooting-connection-errors.md): If you experiencing connection errors, here are some things to look at first.
- [Server Browsing Instructions](https://supportcenter.clientpaylink.com/en/articles/9342985-server-browsing-instructions.md): Learn how to diagnose web service errors using IIS.

## Frequently Asked Questions

- [Understanding CVV Requirements](https://supportcenter.clientpaylink.com/en/articles/9342986-understanding-cvv-requirements.md): Learn why the CVV security code is optional for professional services and how PCI compliance affects data storage. This article explains the relationship between security codes, fraud risk, and pro...
- [How do I apply one Connect payment to multiple invoices?](https://supportcenter.clientpaylink.com/en/articles/9342987-how-do-i-apply-one-connect-payment-to-multiple-invoices.md): Learn how to bundle multiple invoices into a single transaction.
- [Accepting International Payments](https://supportcenter.clientpaylink.com/en/articles/9342988-accepting-international-payments.md): Learn how to process payments from international clients using major card brands and ACH.
- [Using Multiple Bank Accounts](https://supportcenter.clientpaylink.com/en/articles/9342989-using-multiple-bank-accounts.md): Learn how to manage trust and operating funds using dual bank accounts.
- [How do I process a refund?](https://supportcenter.clientpaylink.com/en/articles/9342990-how-do-i-process-a-refund.md): This article explains how to issue refunds via the Payment Manager, void incorrect refunds before they settle, and understand how same-day adjustments save on processing fees.
- [How do I resend a receipt to my client?](https://supportcenter.clientpaylink.com/en/articles/9342991-how-do-i-resend-a-receipt-to-my-client.md): Learn how to provide duplicate receipts to your clients.
- [Glossary of Terms](https://supportcenter.clientpaylink.com/en/articles/9342992-glossary-of-terms.md): Master the language of payment processing.
- [How does an international client enter their address?](https://supportcenter.clientpaylink.com/en/articles/9342993-how-does-an-international-client-enter-their-address.md): Learn how to accommodate international billing addresses.
- [Best Practices: Managing Users](https://supportcenter.clientpaylink.com/en/articles/9342994-best-practices-managing-users.md): This article outlines best practices for Managing Users in ClientPay, focusing on permission levels, individual credentials, and account maintenance.
- [Chargebacks](https://supportcenter.clientpaylink.com/en/articles/9342995-chargebacks.md): This guide provides best practices for submitting evidence and managing multiple disputes from the same cardholder.
- [Calculating the Effective Rate](https://supportcenter.clientpaylink.com/en/articles/9342996-calculating-the-effective-rate.md): Learn how to accurately measure your merchant processing costs.
- [What is reCAPTCHA?](https://supportcenter.clientpaylink.com/en/articles/9342997-what-is-recaptcha.md): Learn how reCAPTCHA protects your payment forms from automated fraud.
- [ClientPay Link Quick Reference Guide](https://supportcenter.clientpaylink.com/en/articles/9342999-clientpay-link-quick-reference-guide.md): This guide provides an overview of all features available within the ClientPay 2.0 payment portal. Use this as a map to navigate your tools and optimize your firm's billing workflow.
- [Password Requirements](https://supportcenter.clientpaylink.com/en/articles/9343000-password-requirements.md): Learn the specific security standards required for your account password.
- [Troubleshooting Unsuccessful Payment Attempts](https://supportcenter.clientpaylink.com/en/articles/9343002-troubleshooting-unsuccessful-payment-attempts.md): Learn how to identify and resolve unsuccessful payment attempts in ClientPay. This guide covers how to find specific decline reasons, the difference between bank declines and technical errors, and ...
- [Increase Security with Multi-Factor Authentication](https://supportcenter.clientpaylink.com/en/articles/9343003-increase-security-with-multi-factor-authentication.md): Learn how to implement Multi-Factor Authentication \(MFA\) to protect your firm and your clients.
- [In-App Send Feedback Link](https://supportcenter.clientpaylink.com/en/articles/9343004-in-app-send-feedback-link.md): Learn how to use the 'Send Feedback' link to contact support or share ideas with our product team.

## 1099-K

- [1099-K Form FAQs](https://supportcenter.clientpaylink.com/en/articles/13232006-1099-k-form-faqs.md): The article explains the 1099-K Form.