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

Payments

Schedule a Training

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