Legl

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.

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, <a href="https://help.legl.com/en/articles/5481601-how-to-select-a-contact-when-creating-a-new-request" target="_blank" rel="nofollow noopener noreferrer">click here</a>.

Enter the payment information, including the payment amount and any reference details.

To attach an invoice, upload the chosen file under Invoice attachment.

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 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.

1. Navigate to Pay, then click Create Pay request. 
2. 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, <a href="https://help.legl.com/en/articles/5481601-how-to-select-a-contact-when-creating-a-new-request" target="_blank" rel="nofollow noopener noreferrer">click here</a>.
3. Enter the payment information, including the payment amount and any reference details.
4. To attach an invoice, upload the chosen file under Invoice attachment. 
 

5. 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.
6. The client will then be able to review the attached invoice 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.