Requesting payments
Send payment requests, take payments by phone or portal, and understand how clients pay through Legl.
By Ula and 1 other2 authors8 articles
- What is Legl Pay?Understand what Legl Pay is, how it works, and how it helps your firm request, track, and receive payments efficiently.
- What is the Payment Portal?The Payment Portal gives your firm a shareable checkout link. Clients use it to enter their own payment amount and pay securely.
- How to request payments using LeglCreate and send a Pay Request to a client in Legl. Covers single payments, payment plans, reminders, and sharing payment links.
- How to take a payment by phoneLearn how to securely take a payment over the phone or in person using Legl’s virtual payment portal.
- How to create a Payment PlanSet up a Payment Plan in Legl to split a total amount into monthly card instalments with automatic debits and reminders.
- How the client payment experience worksA high-level overview of what your clients see when paying through Legl, including payment options and confirmations.
- How to create batch payment remindersUpload multiple outstanding payments at once and send automated, firm-branded reminder emails using Batch Reminders in Legl.
- What to do if a payment email fails to deliverFind out how to identify a payment email or reminder that has not been delivered, correct the address, and resend it.