Overview
Attaching invoices to a Pay Request allows you to send a specific payment link along with supporting documentation. This helps clients understand what they are paying for and makes reconciliation easier for your firm.
You can upload invoices and other relevant files directly when creating a Pay Request.
How to attach invoices to a payment request
Follow these steps:
Go to Pay from the main dashboard.
Click Create Pay request.
Enter your client’s email address, first name, and last name.
If the client already exists in Legl, select them to auto-fill their details.
Enter the payment amount.
Select the relevant bank account (if you have multiple accounts set up).
Add any invoice reference and matter reference (recommended for easier searching and reconciliation).
Under Invoice attachment, upload your file(s).
You can upload up to 10 files per Pay Request.
Attachments can include invoices, timesheets, engagement letters, or other relevant documents.
(Optional) Add any internal comments. These are only visible to your team.
Click Create payment request.
Choose to either:
Send the request directly by email, or
Copy the shareable link to include in your own email communication.
What happens next
The client receives a payment link branded with your firm’s details.
When they open the link, they will see:
The payment amount
Any invoice or matter references
A list of all attached documents
Each attachment can be downloaded individually.
ℹ️ Further Guidance:
You can track and filter payments from the Pay dashboard, including by status, contact, or creator.
Important information
You can upload a maximum of 10 attachments per Pay Request.
Internal comments are not visible to clients.
If a payment (including phone payments) exceeds your firm’s current limit, you will need approval from your administrator to contact Legl Support to request a limit increase.
It is not possible to CC a third party directly into the automated Pay Request email. If needed, use the Copy link option and send the payment link manually via your own email.
ℹ️ Further Guidance: