Overview
If your firm operates under more than one brand, Legl can apply the correct brand to the payments you send. Branding is linked to your bank accounts, so the brand a client sees is determined by the bank account you select when you create a payment request.
ℹ️ Important
For Engage requests, see this guide:
How Engage request links work for firms with multiple brands
How this works
Each brand is created by Legl. Once a brand has been set up for your firm, it becomes available to select on your bank accounts, and you assign it yourself in Settings > Pay. Once a brand is assigned to a bank account, that branding is applied automatically whenever you send a payment request from that account.
The brand applies to the client-facing payment emails and the payment page the client uses to pay, including the hosted checkout. A client always sees the brand that matches the account they are paying into.
How to set this up
1. Ask Legl to create the brand
Share the following with our Support team or your Launch Manager for each brand:
Logo
Main brand colour (HEX code)
Contact email
Phone number
Website URL
Address
2. Assign a brand to a bank account
Once Legl has set up your brands, assign each one to the bank account it belongs to:
Go to Settings > Pay and select the Bank accounts tab.
Find the account in the Payout bank account list. The Brand column shows which brand each account currently uses, or a dash if none is assigned.
Select the pen icon under Actions to open Edit bank account.
Choose the brand from the Brand dropdown, then select Save changes.
Repeat for each bank account that needs its own brand.
What triggers this
Branding is applied when you select a branded bank account while creating a payment request. You do not choose the brand on the payment request itself, because the brand follows the bank account. If your firm has a single brand, payments use that brand automatically and there is nothing extra to select.
What you will see
When you create a payment request, you can choose the bank account the payment should go to. If that account has a brand linked to it, the client's payment emails and payment page display that brand. If no specific brand is configured, your firm's default branding is used.
Important information
Brands are created by Legl. Contact our Support team or your Launch Manager to have a brand added or changed. Once a brand exists, you assign it to a bank account yourself in Settings > Pay.
Branding is linked to bank accounts, so the brand a client sees follows the bank account selected on the payment request.
The brand selection only appears for firms with more than one brand configured.
Branding applies to client payment emails, the payment page, and the hosted checkout.