A Pay Request allows you to create a specific payment link that can be emailed to your client when requesting a payment.
You can specify how much the client needs to pay, and pre-fill their details, reducing friction for your client when making a payment, as well as making tracking and reconciliation easier.
Attaching documents to a Pay Request
Legl now allows finance teams to upload multiple attachments per Pay Request. These attachments can include:
Invoices
Supplementary documents (e.g., timesheets, engagement letters, or other relevant files)
How to attach an invoice to a pay request
Navigate to Pay, then click Create Pay request.
Complete your clients' details, including email address and full name. If you've already interacted with them through Legl before, you can automatically fill their details using their contact profile. For more information on contact profiles, click here.
Enter the payment information, including the payment amount and any reference details.
To attach an invoice, upload the chosen file(s) under Invoice attachment. (you can upload up to 10 files)
When you're ready, click Create payment request. You can then email the request directly to your client, or copy a shareable link to include in the body of an email.
The client will then be able to review the attached invoice(s) when making the requested payment. They will also be able to download the invoice for their own records. Once the payment has been made, the invoice will also be included in the email receipt.
What your client will see:
When your client receives the Pay Request:
They will see a list of all attached documents when they open the request.
Each document will be available for download individually.
Clients can review these documents before making a payment.
By providing multiple attachments, you can ensure your clients have all the relevant information needed to process payments efficiently.