Overview
You can quickly locate and copy your payment page links in ClientPay to share directly with your clients via email, invoices, or your website.
Step-by-Step Instructions
To retrieve your payment page link:
In your ClientPay account, click Charge on the left-hand menu.
Locate the specific account (e.g., Operating or Trust) where you want to deposit payments.
Click the Actions button and select Show & Copy Page Link.
A box will appear containing your unique URL. Copy this link.
Where to Use Your Link
Once copied, you can paste this URL anywhere you want to provide a direct payment option for your clients, such as:
Digital invoices
Hyperlinked text on your firm's website
Direct text messages to clients