Overview
With ClientPay, you can customize the content on your payment page to better fit your firm's needs. Follow these steps to get started:
Accessing Page Settings
Log into your ClientPay account.
Click Charge to locate the specific payment page you would like to update.
Click the Actions button next to that page and select Edit.
From the top navigation menu, select Custom Content.
Customization Options
1. Reference Field
In this section, you can tailor how clients identify their payments:
Reference Label: Enter text here to rename the field (e.g., "Matter Number" or "Invoice #"). This will override your Primary Reference set in Settings > Payment Settings.
Reference Field Drop-down: Use this menu to adjust the display settings for this specific field.
2. Customize Text
This section allows you to edit the visual identity of your page:
Title & Description: You can modify the page header. By default, Operating accounts show "Invoice Payment," and Trust accounts show "Trust Payment."
Notes: This section appears below your address information. You can use it to add firm details, a specific disclaimer, or even an image to personalize the client experience.
3. Customize Contact Information
Update this section to provide specific contact details for payment inquiries.
Override Defaults: Any values entered here will replace your account's default contact info.
Hide Information: You can also choose to hide your contact information entirely if preferred.
