Overview
ClientPay QR codes enable contactless, mobile-optimized payments. When a client scans your unique code, they are redirected to a secure payment page to enter their card or bank information—no physical contact required.
🔍 How to Locate Your QR Code
You can find your unique code directly within the ClientPay dashboard:
Go to Charge: In the left-hand navigation menu, click Charge.
Select Account: Locate the specific deposit account you want to use.
Open Code: Click the QR Code icon located next to that account name.
🛠️ Sharing and Printing Options
Once the QR code is visible on your screen, you have two primary ways to utilize it:
📄 For Physical Display (Printing)
Click the Print button within the QR code modal.
This generates a clean, professional sheet that you can place at your reception desk or check-out counter.
💻 For Digital Documents (Copy/Paste)
Right-click the QR code image.
Select Copy Image.
Paste it directly into your digital invoices, email footers, or firm letterhead.
💡 Best Practices for Use
On Invoices: Include the QR code on printed invoices so clients can pay immediately upon receipt using their smartphones.
At Reception: Display a framed copy of your QR code at your desk for a seamless, "scan-and-go" payment experience.
Email Signatures: Add the code to your billing department's email signatures for easy access.
PRO TIP
Because the QR code is tied to a specific deposit account, ensure you generate the correct code if your firm utilizes separate Trust and Operating accounts.