Pay
Request, manage, and refund payments using Legl Pay.
By Ula and 1 other2 authors16 articles
Requesting payments
Send payment requests, take payments by phone or portal, and understand how clients pay through Legl.
- 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.
Managing payments
Track payment activity, manage Payment Plans, and monitor how funds settle into your bank account.
- Understanding the Pay dashboardAccess payment details, filter and search transactions, and export data from the Pay dashboard in Legl.
- Understanding payment statuses in LeglLearn what each payment status means in Legl, where to find it, and what action to take.
- How to manage payments in LeglLearn how to view, track, filter, and manage payment requests using the Payments dashboard in Legl.
- How to manage a Payment PlanView, filter, cancel, and manage overdue instalments for Payment Plans from the Legl Pay dashboard.
- How long do payments take to reach your bank?Payments are transferred to your bank account twice per working day. Find out when to expect funds and how to track them.
Refunds and disputes
How to process refunds and what happens when a payment is disputed or a chargeback is raised.
- How to refund a paymentProcess a client refund directly from the Pay dashboard in Legl.
- How to refund a payment taken via StripePayments made before November 2024 used Stripe. Legl cannot process Stripe refunds, so your firm must contact the client directly.
- How payment disputes and chargebacks workWhat happens when a cardholder contests a payment.