Learn how to access, download, and interpret your monthly ClientPay billing statements, including fee breakdowns and legacy report locations.

Statements Overview

How to receive your validation codes via an Authenticator application

View the list of supported browsers and platforms for ClientPay, including download links and important information regarding the retirement of Internet Explorer.

Supported Browsers

Learn how to view and download your monthly ClientPay billing statements, including information on availability, required permissions, and legacy report access.

How to Find Your Monthly Statement Summary Online

Manage your firm's core identity, contact details, and client-facing disclaimers within the ClientPay platform.

My Business Settings

To maintain the security of your funds and ensure PCI compliance, bank account updates must be handled through a verified authentication process with our support team.

How to Update Your Bank Account

Understand how ClientPay keeps your account secure and how to manage your login frequency.

Why am I being asked for a validation code?

Safely provide your website developer with API credentials without compromising your full account security.

Developer Access Guide

Learn how to update your Tax ID or EIN (Employer Identification Number) for your account.

Updating Your Federal Tax ID

Manage your team's access by adding, editing, or deleting users within your ClientPay account.

User Administration

Whether you need to temporarily pause your services or close your account permanently, our team is here to assist.

Closing or Suspending Your Account

Important information on accessing your account from outside the United States, Canada, or Australia.

🌏 Using ClientPay While Traveling

What to Do if You Receive a Chargeback Notice

Customize who in your firm receives alerts for successful and failed transactions.

Managing Payment Notifications

Identify why a fee rejection occurred and follow the steps below to correct the issue.

Resolving Rejected ClientPay Fees

Account Administration

Schedule a Training

Find answers and get help from Intercom Support and Community Experts

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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