Overview
Taking a phone payment allows you to securely process a client’s card details while they are on the phone or in your office. This feature removes the need for a physical card terminal and can also be used for in-person payments.
All payments are visible in your Payments dashboard, where you can track status, references, and transfer details.
How to take a phone payment
Go to the Pay dashboard in Legl.
Click Take Phone Payment at the top of the screen.
Enter the client’s first name and last name.
If the client has paid through Legl before, select their saved contact details.
Enter the client’s email address (optional, but recommended).
Enter the payment amount.
Add the invoice reference and matter reference (recommended for reconciliation).
Select the correct account the payment should be made to.
(Optional) Add any internal comments for your team.
Click Next.
Read the suggested script to your client to explain how the payment will be processed.
Enter the client’s:
Card number
Expiry date
Security code (3 digits on the back, or 4 digits on the front for American Express)
Billing postcode and address
Click Pay to process the payment.
What happens next
The payment status will update to Paid on your Payments dashboard.
You can click into the payment to view full details, including:
Payment history
Card and billing information
Invoice and matter references
If an email address was provided, the client will automatically receive a payment receipt.
Funds are first received into Legl’s holding account and then transferred to your firm. Transfers are made twice daily (at 9am and 4pm GMT).
You can view transfer details under the Transfers tab.
Important information
The “Take Phone Payment” button can be used for both phone and in-person payments.
Card details are not stored on the platform after the payment is processed.
If your client does not have an email address, you can enter your own or your firm’s finance email to receive the receipt.
You can search for payments by client name or email using the search bar in the Payments dashboard.
If the payment exceeds your firm’s limit, contact your administrator to request an increase. Limit changes can be arranged by emailing [email protected].