The client-facing portal of ClientPay gives users self-service access to make payments at their own convenience. Once logged in, there are three main sections.
Make a Payment
The Make a Payment tab is where your client will see the list of their open invoices. They can either opt to add a new card or use the drop down to select saved card. Unless specified, any new card used will be added to the user's stored payment methods.
If also making a retainer payment on the same card, the user can toggle between the Statement (or Invoice) Payments tab and the Retainer payments tab to allocate all amounts before they apply a card and click the Submit Payment button.
Note: If your client has already made a partial payment on an invoice, that payment will show as Pending in their portal until the firm has posted the payment to their matter management software. Online Payers can only make one payment at a time so a Pending status will prevent them from making more payment.
The Transaction History tab is where the user can see all previous payments they have made through the ClientPay software via this username.
Note: If a user is ever deleted, the transaction history is deleted. You can invite them again under the same email address but the transaction history starts over.
Clients can use the Wallet Maintenance tab to manage their stored payment methods. They can edit their name, address and expiration date. The full card number cannot be displayed or modified. If a card number changes, the payer will need to add a new card and remove the old one. For security reasons, we are not able to store the 3-digit security card on the back of the card.