Overview
Batch Reminders allows you to upload multiple outstanding payments at once and automatically follow up with firm-branded reminder emails. This helps streamline payment collection and reduce manual follow-ups when requesting payment from multiple clients.
You can create batches directly from the Pay dashboard.
Before you start
You will need a list of outstanding client payments ready to upload.
Your firm must have at least one bank account configured in Settings > Pay.
How to create batch payment reminders
1. Access the Batch Reminders tool
Log in to your Legl account.
Navigate to the left-hand menu and select Pay.
Select Batch Reminders from the list.
Click Create batch reminders in the top right corner.
ℹ️ Important
On the Batch Reminders page you will see a list of any previously created batches and the option to create a new batch.
2. Download and prepare the .csv template
Select the bank account where payments should be received. The bank account selected applies to the entire batch.
Click Download batch .csv template.
Open the downloaded file and populate it with your payment details.
For each client, complete the following fields:
First name
Last name
Email address
Amount (e.g.
510.10)Send initial pay request email [Yes/No]
Enter "Yes" to send the first payment request email immediately.
Enter "No" to skip the first email and begin with automated reminder emails.
If you selected "Yes" for the initial request email, it will be sent immediately. Reminder emails will then follow the default schedule (day 1, 3, 7, 14, and 30) unless payment is made. The default schedule is displayed at the top of the page when creating a new batch.
Optional fields:
Matter reference
Invoice reference
Original payment date (format:
DD/MM/YYYY, e.g.23/01/2023)If entered, this date will appear in reminder emails.
Comment (internal only, not visible to clients)
3. Upload and create the batch
Save the completed .csv file.
Click Upload batch reminders file. Depending on the file size, it may take a couple of moments to process.
Wait for the file to process.
Once ready, click Create.
The batch will now appear on the Batch Reminders page.
ℹ️ Important
Required fields left blank. The following fields must not be left blank: first name, last name, email, amount, and "Send initial pay request email [Yes/No]".
Incorrect formatting. Revise and correct as required:
Email: must match the format [email protected]
Amount: must be entered as "510.10" or "£510.50"
Send initial pay request email [Yes/No]: only accepts "Yes" or "No"
File headers edited or deleted. Undo any edits to the file header, or re-download the original .csv template and re-populate.
Columns removed from the file. Ensure all columns are present as per the original .csv download.
Amount too small or too large. This depends on your firm's minimum and maximum Pay Request limits, which an Admin can view and update in Settings > Pay.
What happens next
Individual Pay Requests are created for each client in the batch.
Clients receive a unique payment link via firm-branded email.
Automated reminders are sent according to the reminder schedule.
Once a client pays, reminders stop automatically.
The creator of the batch receives an email notification each time a payment is successfully made.
All payments and statuses can be tracked from the Pay dashboard, where you can filter by status (for example, Created, Sent, Paid, Refunded, Transferred).
ℹ️ Further guidance
How to locate previously created batches
Navigate to the left-hand menu and select Pay.
Select Batch Reminders from the list.
Find the relevant batch in the list.
Click View batch under the Actions column.
You will be taken to the Payments page, filtered to show all Pay Requests created within that batch.
Important information
Required .csv fields — first name, last name, email, amount, and "Send initial pay request email" — must not be left blank.
Do not edit or remove the column headers in the .csv template.
Reminder emails stop automatically once payment is successfully made.
If a duplicate Pay Request already exists for a client, we recommend marking the original as Paid once payment is received via the batch.
To set a firm-wide default reminder delay, contact our Support team. Changes will need to be authorised by a Legl account administrator at your firm.