All Product Release Notes – ClientPay

Learn more about new features recently added to ClientPay or view individual release notes from each deployment below.

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2021.03.30 Release Notes

Major Features:

Send for Payment: Previously known as “Bill Now”, our quick way to email customized payment links got a face lift.

Smart Reminders – When enabled (inside of settings), ClientPay will send reminder emails at AI optimized times to your payers to remind them to pay. Configure the maximum number of reminders and whether or not to allow for reminders on the weekend.
Reduced Fields - The number of required fields to send a link has been reduced to 2: “amount” and “email”.
Generate Option [Requested Feature] - Instead of sending an email from ClientPay, simply generate the link and it will automatically copy to your clipboard for use. Additionally in the “Sent Pages” grid now has a copy-to-clipboard option for each unpaid link where if you need to manually remind your payer. Generated links are not eligible for smart reminders.
Custom Message to Payer [Requested Feature] - When sending one link or bulk uploading, you now have the option to add a custom email message to your payer per email.
Send for Payment for Connect Customers: For those using a ClientPay Connect module to connect to your matter management system, Send for Payment will continue to be available with a few tweaks. Smart reminders – when enabled – will apply to your connected Send for Payment links as well. The connected links will also have the ability to be generated as opposed to sent (these links are not eligible for smart reminders). Lastly, all sent pages (connected and disconnected) will be managed from the new “Sent Pages” grid in the new Send for Payment module. Connected links can still be created from the connect module, but all links will be managed in this new centralized location.

Connect | Costpoint: A new connect module created for Deltek Costpoint customers. If you currently use Deltek Costpoint please reach out to Support to have them enable this new module for you.

Minor Features:

Custom Field Dropdowns - A new type of custom field that allows you to set a list of options for a given custom field. These fields can be used on enter payment, payment pages, and schedules.
Voiding Refunds [Requested Feature] - We now allow for the voiding of eligible refunds from within the refund details in payment manager.

Minor Enhancements:

Minor Upgrades and Bug Fixes: As always, each deployment includes many smaller enhancements, technical upgrades, and bug fixes.

2020.12.01 Release Notes

Major Features:

Connect Payment Pages: These payment pages work in conjunction with existing Connect integrations to automatically create complete and accurate posting records once a payment is processed. Clients are presented with a two step payment flow: first they enter their invoice/statement number and an additional piece of information for authentication purposes, then if there’s a match, they are taken to a form where they can complete the payment. That payment will generate a posting record just like any payment made from the back office Connect module and will be available for posting.

Payment pages can be configured to allow client to pay off all outstanding invoices, not just the one entered in the first step of the payment flow.
A fallback page can be included on the page so that if the client does not know their invoice/client number, the firm can still accept payment.

Minor Enhancements:

Minor Upgrades and Bug Fixes: As always, each deployment includes many smaller enhancements, technical upgrades, and bug fixes.

2020.10.06 Release Notes

Major Features:

Multi-Factor Authentication: When enabled, MFA will require users to use two pieces of evidence to prove their identity instead of just one. Users will first use their email address and password as the first piece and then ClientPay will send an email to the user with a one-time six digit code that the user must use to complete the login process. MFA can be enabled by a ClientPay Admin inside of a new "Security" tab in "Settings". MFA can be enabled for users and/or payer portal payers. MFA duration can be set to 0 for maximum security - or - set for up to 24 hours to only require users to receive a code the first time they log in during the duration window.

Minor Enhancements:

Minor Upgrades and Bug Fixes: As always, each deployment includes many smaller enhancements, technical upgrades, and bug fixes.

2020.09.01 Release Notes

Major Features:

Multi-Language Payment Pages: All customers will now have the ability to turn on a language toggle for general and item-based payment pages. Spanish and French are available today. Custom fields, disclaimers, and other fields that are configurable per customer will be able to be translated manually in a new "language" tab in settings. A translation helper button is added for convenience but all translations should be reviewed before publishing. Per payment page, a default language can be chosen. If Spanish or French are enabled and ClientPay detects a user browsing in one of these languages, ClientPay will automatically load the page for them in their browser's default language.

Minor Enhancements:

Request Payment Method: As our customers are setting up payers, they can now send out emails to those payers requesting a payment method to be kept on file. The firms will then have access to those payment methods to run payments against in the future.
Better Advanced Search UI for Payment Page Name and Schedule Name: If customers do an advanced search for transactions by payment page name, they will now be presented with a list of possible payment pages instead of having to type in exactly the name of the page. Similarly, if customers search by schedule name, they will see a type-to-search option that will provide options for schedule names based on what’s been typed so far.
Merchant Account ACH configuration (for Enter Payments & Connect): Customers that currently have ACH enabled but only have some of their accounts set up for ACH can request ACH to be hidden for those accounts in Enter Payments and Connect. When hidden and the merchant account in question is selected, ACH will no longer be available. Previously, the payment could be attempted but would automatically fail if the account did not support it.
Many minor upgrades and bug fixes: As always, each deployment includes many smaller enhancements, technical upgrades, and bug fixes.

2020.05.06 Release Notes

Major Features

Customizable Payment Pages: Firms can customize background, button, and text color on all payer-facing payment pages that originate in the back office.
Embed Script for Payment Pages: Firms can add an easy script to the header of their website that will make all ClientPay payment links on the website and embedded experience.

Minor Features and Enhancements

Cache enhancements: Enhancing the way our technology uses browser caching so customers and users see updates faster
Minor bug fixes.

2020.04.04 Release Notes

Major Features

Connect Auto-Pay: Users of connect modules now have a way to set up automatic payments for their payers inside ClientPay. Once set up, invoices created in practice management systems can automatically trigger payments that will pay off all or some of the outstanding balance.
Surcharging: Surcharging can now be turned on by ClientPay support per firm.
API endpoints and enhancements: API partners can find new additions in the V2 development library.

Minor Features and Enhancements

Custom fields now available in reports.
New UI for action confirmation screens in back office.
Minor bug fixes and patches.