Learn more about accepting payments and the other key features of ClientPay

Payments

Learn how to automate future billing in ClientPay by setting up recurring payment schedules using a client's existing transaction history.

Creating Scheduled Payments from Previous Transactions

Discover how Account Updater automatically keeps your saved payment methods current by syncing with banks to prevent declined transactions and interrupted cash flow.

Account Updater Overview

Learn how to set up scheduled payments in ClientPay using flexible recurrence options like weekly, monthly, or custom intervals to automate your firm's cash flow.

How to Create Scheduled Payments

Scheduled Payments

Streamline your bookkeeping by integrating ClientPay with QuickBooks Online to automatically sync transactions to a dedicated clearing account for effortless deposit reconciliation.

QuickBooks Online Integration

Discover how to track firm performance and reconcile bank deposits using the Transaction, Monthly Deposit, and Daily Deposit reports in ClientPay.

Reporting Overview

Reporting

Learn how ClientPay synchronizes client data across Quick Bills, Invoices, and the Card Vault, including how to manage multiple contacts using the same email address.

Client Management

Learn how to create, manage, and send itemized Invoices in ClientPay, from adding line items to tracking payment statuses and syncing with QuickBooks Online.

Invoices Overview

Learn how to opt-in to eCheck payments, understand processing timelines and daily cutoffs, and manage transaction voids and returns in ClientPay.

eCheck Basics

Learn the essentials of compliant surcharging, including regional restrictions, credit-only rules, and the 3% fee cap.

Surcharging

Securely store and manage client payment methods using the Card Vault to facilitate one-click future charges and automated payment requests via ClientPay.

Card Vault Overview

Enable contactless mobile payments by generating a unique QR code in ClientPay for use on your reception desk or printed invoices.

How to View and Use Your QR Code

Learn how to protect your firm from financial loss by implementing proactive authorization protocols and understanding the chargeback defense process.

Chargebacks: Understanding and Prevention

Learn how to automate email reminders for upcoming scheduled payments and customize your firm's support contact information.

Customer Notifications for Scheduled Payments

Learn how to drive website traffic and simplify the client experience by adding custom, hyperlinked payment buttons to your website.

How to Add a Payment Button to Your Website

Learn how to customize your payment page by renaming reference fields, updating titles, and adding firm-specific notes or disclaimers.

How to Edit Your Payment Page

Learn how to locate and copy your unique payment page links to share with clients via email signatures, invoices, or websites.

How to Copy Your Payment Link

Learn how to distinguish between voids and refunds, check transaction eligibility, and manage reversal fees within your account.

Voids vs. Refunds: Key Differences

Learn how to customize the web address of your payment pages and ensure your shared links remain active after making changes.

How to Change the URL of Your Payment Page

Learn how to manually process credit card transactions using the "Accept Payment" feature within your ClientPay account.

How to Run a Charge

Learn how to track your transaction status from authorization to completion and understand standard deposit timelines for your funds.

Credit Card Processing Times

Learn how to locate past transactions to digitally resend email receipts or generate printable copies for your clients.

How to Resend or Reprint a Receipt

Learn how to identify the specific reasons behind a "card_declined" code and the best steps to resolve them with the customer.

Why transactions are declined

How to edit an existing scheduled payment

Scheduling Payments: Month-End Logic

Learn how to process a new payment using a card from a previous transaction.

How to re-charge a card

Personalize your payment pages by adding your firm's branding.

How to Upload Your Business Logo

Sending a Quick Bill is an efficient way to invoice clients for specific amounts without creating a full billing entry.

Quick Bill Overview

Learn how to issue partial or full refunds to your clients directly through the ClientPay dashboard.

How to Process a Refund

Learn how to set up and maintain your ClientPay card reader for chip and contactless payments, including important Wi-Fi and charging requirements.

How to Use the Card Reader

Schedule a Training

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

English

url(https://downloads.intercomcdn.com/i/o/555360/e10893ab788a4aa90ed6f564/be595bcdbe692a4848d0c013fb328418.png)