Overview
This article explains how to add a payment request step to an Engage workflow in Legl. A payment step allows clients to make a payment as part of their onboarding flow, at the same time as completing other steps such as ID verification or document signing.
Before you start
You must have Admin access to create or edit workflows in Legl.
Your firm must have the Pay product enabled and at least one bank account connected to Legl.
You need an existing workflow to add a step to, or create a new one first.
ℹ️ Further guidance
How to add a payment request step
Navigate to Engage > Workflows.
Open an existing workflow or create a new one.
Select the Edit workflow tab.
Click Add step and select Payment request.
Enter a Step name (up to 100 characters) that reflects the type of payment, for example "Payment on account".
Add a Step description (optional, up to 250 characters) to explain to the client why the payment is required.
Under Payment details, tick Set a fixed payment amount for all workflow recipients to use the same amount for every client. Leave it unticked so the user enters the amount when they send the workflow to a client. If your firm sends workflows through an integration, it must be ticked.
Select the bank account to receive the payment under To account.
If you ticked the fixed amount, enter the Payment amount.
Click Add step.
Click Save.
ℹ️ Important
If your firm has an Engage integration, you can add a payment request step to a workflow and collect payments through it with no change to your integration, as long as a fixed payment amount is set on the step.
What happens next
When a user sends the workflow to a client, the payment step appears in the workflow alongside any other steps. The client completes the payment as part of the onboarding flow in a single, seamless experience.
Once submitted, the payment appears in the following places:
CDD Report for the client
Pay dashboard
Important information
Only users with Admin access can add or configure payment steps in a workflow.
The Pay product must be enabled for your firm to use payment request steps.
If a fixed payment amount is not set during workflow setup, the user sending the workflow must enter the amount each time. This does not work for workflows sent through an integration.
Only bank accounts already connected to Legl will appear as options in the step configuration.