Overview
This on-demand session shows how to use Legl Pay features such as checkout options, Insights, and reminders to encourage faster client payments and reduce delays. It is for finance and operations teams reviewing payment performance.
Who this is for
Finance, cashier, and operations teams, and anyone reviewing billing or payment performance.
Watch the recording
What this covers
Pay Insights: average time to pay, checkout routes, and working-hours activity
Checkout types: pay requests, engagement payments, telephone payments, scheduled payments, and the payment portal
Pay by Bank and Apple Pay
Cleaning up aged debt with filters and bulk close
Batch reminders to re-send outstanding requests
The workflow payment step and self-serve integrations
Key takeaways
Average time to pay over about 48 hours is worth investigating; opening up more checkout options usually speeds payment and shifts it out of working hours.
The payment portal is a one-to-many link you can add to invoices or your website, with matter-reference formatting rules for reconciliation.
Sending via Legl turns on automatic reminders; introducing Legl in your terms of business helps clients recognise the request.
You can bulk close aged pay requests and use batch reminders to re-send a fresh link to outstanding clients.
Embedding a payment step in onboarding workflows collects funds at the point of onboarding and speeds up cash flow.