In this article we will cover:
You can view and manage payments taken through Legl from the Pay > Payments dashboard. Here, you can filter, search and manage completed and outstanding payments.
How to use statuses to manage your payments
You can view the status of a payment on the left-hand side of the dashboard.
Created | The pay request has been successfully created. |
Sent | The pay request has been sent to the client via an automated email through Legl. It can be sent either as a standalone request or as part of a workflow. |
In-Progress | The pay request has been viewed by the client and is being completed. |
Processing | The client has completed the payment, and it is being processed by our payments provider. |
Paid | The payment has been successfully completed by the client. The funds will be transferred to your account within 3 working days. |
Transferred | The payment has been successfully transferred to the specified account. You can view all transferred and paid transactions by navigating to Pay > Transactions. |
Marked Closed | The pay request has been manually marked as closed, for example, if the client is no longer proceeding with the matter. |
Note: Filtering using the status Outstanding shows any payments that are Sent or Created.
How to use enhanced filters to view specific payments
You can use enhanced filter options to refine your payments data. Filters include payment status, payment source and the user who created the request.
What actions can you take on payments
To view all actions, click view from the dashboard, then the three dot menu at the right hand side of the screen.
Copy link | Copy the request link to your clipboard, ready to paste into the body of an email to send to your client. This is available if the pay request is Created, Sent or In-Progress. |
Close link | If the request is Created, Sent or In-Progress, you can use the action Close link. This prevents the client from accessing it if, for example, they are no longer proceeding with the matter. |
Mark Paid | Mark the request as paid if, for example, the client has paid via a different payment method. |
How to perform bulk actions
Bulk Actions allow you to perform actions to many requests at once. To perform actions in bulk, select requests using the check-box.
Close links | To close payment links in bulk, use the filter tool to select Created, Sent or In-Progress requests. Once selected, click Bulk Actions > Close Links |
For information on how to manage engage requests, click here.
For further assistance, please contact us at [email protected].