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.
How to create batch payment reminders
1. Access the Batch Reminders tool
Log into 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.
Note: 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.
£519.50or510.10)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.
Optional fields:
Matter reference (optional)
Invoice reference (optional)
Original payment date (optional, 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.
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.
📓 Common errors and solutions
Required fields left blank. The following fields must not be left blank.
First name
Last name
Email
Amount
Send initial pay request email [Yes/No]
Incorrect formatting on the following fields. Revise and correct as required.
Email: revise whether the email address entered matches the following format “[email protected]”
Amount: revise whether the amount entered matches the formats: e.g. “510.10” or “£510.50”
Send initial pay request email [Yes/No]: this field will only accept the following entries “Yes” or “No”.
File header / title edited or deleted. Undo any edits to the file header or re-download the original .csv file and re-populate.
Entire columns removed from the file. Ensure all columns are present as per the original .csv file download.
Amount is too small or too large. This will depend on your firm’s minimum and maximum Pay Request amounts determined by your Legl account administrator - you can confirm this with the administrator or contact [email protected].
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 (e.g. Created, Sent, Paid, Refunded, Transferred).
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
When completing the batch reminders template:
The following fields must not be left blank:
First name
Last name
Email
Amount
Send initial pay request email [Yes/No]
The “Send initial pay request email” field only accepts “Yes” or “No”.
Do not edit or remove the file headers in the .csv template.
Do not remove any columns from the file.
Reminder emails automatically stop once payment is successfully made.
Note: Amount limits depend on your firm’s configured minimum and maximum Pay Request settings. Contact your Legl administrator or [email protected] if needed.
FAQs
As a law firm user, what notifications will I receive throughout the lifecycle?
You will receive an email confirmation for each payment that has been successfully made from the batch.
What happens if a duplicate payment request already exists in my Legl account?
Any payments added to the .csv file during a batch upload will be created and automated reminders will be sent (regardless of any pre-existing payment requests), enabling you to follow up on any outstanding payments within your Legl account.
If you are re-requesting any outstanding payments (that already exist in your Legl account), once the payment has been made successfully we recommend you ensure the duplicate payment request is marked as “Paid”.
Can I delay when the automated reminders get sent?
When creating and sending Pay Requests using the Batch Reminders feature, the reminder schedule will use your firm’s default schedule (and this will be displayed at the top of the page when creating a new batch). It is currently only possible to delay the reminder schedule when creating an individual Pay Request. If you would like to determine a default firm-wide delay to the reminder schedule, please contact our Customer Support team. Note, this will need to be authorised by a Legl account administrator at your firm.
What is the default cadence/schedule of the automated reminder emails?
Unless your firm has determined a firm-wide default, reminders are sent on a 1, 3, 7, 14 and 30 day cadence, irrespective of whether you’ve chosen to send the initial ‘pay request email’ or not (as per the .csv template file). Visit our guide on automated reminders to learn more.
If you have any further questions about Batch Reminders please do contact our Customer Support team who will be happy to assist.