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Request, manage, and refund payments using Legl Pay.

3 authors19 articles

Pay User Guides

Request, manage, and track payments using Legl Pay.

What is Legl Pay?Understand what Legl Pay is, how it works, and how it helps your firm request, track, and receive payments efficiently.
How to request payments using LeglLearn how to create and send a Pay Request link to your client. This guide walks you through requesting and managing payments in Legl.
How to manage payments in LeglLearn how to view, track, filter, and manage payment requests using the Payments dashboard in Legl.
What are payment statuses in Legl?Understand what each payment status means, how to interpret it, and how it helps you track payments in Legl.
Taking payments from overseas clientsA high-level overview of enabling overseas card payments in Legl, including AMEX, European, and International cards.
How to take payments using the Payment Portal?Learn how to take payments using Legl’s Payment Portal, including Pay Requests and checkout links.
How to create batch payment remindersLearn how to upload multiple outstanding payments and automate follow-up reminders using Batch Reminders in Legl.
What clients see when making a paymentA high-level overview of what your clients see when paying through Legl, including payment options and confirmations.
How long payments take to reach your bankA high-level overview of when payments are transferred to your bank account and what to expect from the payout process.
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 attach invoices to a payment requestLearn how to attach invoices or supporting documents to a Pay Request so clients can review them before making a payment.
How to create and manage payment plansLearn how to create, view, manage and cancel Payment Plans in Legl to automate instalments and improve credit control.
How to access payment data and reportsLearn how to view cardholder details, filter payments, and export real-time payment data from your Legl dashboard.
Payments: billing and insightsUnderstand what the Pay dashboards in Insights show, how to interpret payment data, and how to monitor performance in Legl.
Legl x VoltPay by Bank (Open Banking) Onboarding Guide