Overview
This document explains how to integrate Legl Payment Links into your Actionstep billing templates. Two methods are provided: importing a pre-configured template or modifying an existing template.
Option 1: Import Downloadable Template
This option allows you to quickly implement Legl Payment Links using our pre-configured template.
Download the template here.
Open the template in Microsoft Word.
Locate the "Pay Now" image in the template.
Right-click the image and select Edit Hyperlink.
Update the URL from https://leglco.legl.com/pay/checkout/?i=%5b%5bSP_OurReference%5d%5d&m=%5b%5baction_id%5d%5d&c=%5b%5bfile_reference%5d%5d&a=%5b%5bSP_NetOwingOnInvoiceCreatedDate%5d%5d to your unique customer checkout URL (e.g., replace https://leglco.legl.com with https://unique-customer-ref.legl.com). If you are unsure of your unique url contact [email protected].
Save the template file.
Navigate to Admin > Billing in your Actionstep account.
Under "Custom bill templates", click Create new custom bill template.
Complete the form with the following information:
Template name* (required): Enter a descriptive name for your template
Description: Add optional details about the template's purpose
Upload new template file* (required): Click to browse for files
Select the downloaded and modified template file from step 6
Click Save to create your new template with Legl Payment Links.
Option 2: Add to an Existing Template
This option allows you to add Legl Payment Links to a billing template you've already customised.
Navigate to Admin > Billing in your Actionstep account.
Under "Custom bill templates", click the name of the existing custom bill template you wish to modify.
Under "Current template", click the template filename (ending in .docx) to download it.
Open the template in Microsoft Word.
Insert your preferred "Pay Now" image or text where you want it to appear on the invoice.
Select the image or text and add a hyperlink by right-clicking and selecting Link or pressing Ctrl+K.
Enter your unique customer checkout URL in the following format: https://unique-customer-ref.legl.com/pay/checkout/?i=%5b%5bSP_OurReference%5d%5d&m=%5b%5baction_id%5d%5d&c=%5b%5bfile_reference%5d%5d&a=%5b%5bSP_NetOwingOnInvoiceCreatedDate%5d%5d
Return to the template edit screen in Actionstep and upload your updated template file.
Click Save to update your template.
Using Your Template
After setting up either option, you can select your template when generating bills through Actionstep's billing system. The Legl Payment Links will be automatically included in any bills created using this template.
Need Help?
If you encounter any issues while setting up Legl Payment Links in your Actionstep billing templates, please contact our support team.