The Pay settings page lets firm Admins configure how clients pay, which payment methods are available, the minimum and maximum limits applied across different payment surfaces, when payment reminders are sent, and the wording of the payment emails your clients receive. Your firm's registered address for payment onboarding is also held here. All settings are self-serve and take effect immediately when saved.

Toggle which payment types your firm accepts.

Control additional payment functionality available to clients.

Control how certain payments are accepted.

Use the Payment limits section to set minimum and maximum amounts across different payment surfaces. Leave a field blank to remove the cap, except where noted below.
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Choose when payment reminders are sent, set as the number of days after the request is sent. Enter the days in the Reminder days field as comma-separated whole numbers, each greater than 0 and listed in increasing order (for example, 1, 3, 7, 14, 30).

The default schedule is 1, 3, 7, 14, and 30 days. Leave the field blank to use the default schedule. Changes apply only to payments created after you save, so reminders already in progress are not affected. Any firm Admin can edit this setting. Select Save reminders to apply your changes.

You can also turn reminders off for an individual payment when you send the request.

The wording of the reminder emails is customised in the Client emails section below, so timing and copy are managed together on this page.

Payment reminders are separate from Engage request reminders, which have their own settings.

Customise the body of the payment emails your clients receive. Select an email to open the editor, edit the Email body, use the Preview to see exactly what your client will receive, then select Save template.

You can customise the following emails:

Each email shows whether it is currently Using default copy or has been customised. Use the Insert placeholder buttons to add dynamic fields such as Firm name, Recipient first name, Recipient last name, and Sender full name. Payment emails also include Amount, Invoice number, and Matter reference placeholders.

You can set different copy for each reminder in your schedule, so the wording can change as a payment stays outstanding.

The email copy you enter here is separate from your workflow text: text entered in an email does not appear in the workflow, and workflow text does not appear in the email. The preview is a one-to-one representation of what your client receives, so there is no need to repeat greetings that are already included.

Customised payment reminder copy also applies to batch payment reminder emails. Payment plan emails are not currently customisable.

Choose whether the sender is notified when a payment email is not delivered, so the address can be corrected and the request resent.

Your firm's registered address, as recorded with your company registry. It is required before payment onboarding can complete.

Changes to toggles take effect immediately. Payment limit changes take effect as soon as you select Save limits. Any payment that falls outside your configured limits will not be offered to the client at checkout.