Online Payment Forms

Take control and collect precise information for your business by personalizing these forms to streamline the client experience.

Creating Payment Links

To generate a payment link:

1. Open the platform.
2. Click Client Portal.
3. Next to "Create Direct Links", click Create.
4. Select Pay.
5. Enter the payment details.
6. Click Get Link.

Once you’ve sent the link, your client will see a customized version of this form:

Customizing the Payment Intake Form

To customize client payment intake forms:

1. Open the platform.
2. Click Settings.
3. Click Client & Contact Info.
4. Click Intake Forms.
5. Click Payment Form.
6. Optional: To add personal details, click Add Client Field. To add business-related items, Click Add Contact.

7. Optional: Next to the relevant field click the more options icon to delete, then select Remove.
8. Optional: Click Payment Policy if you want to include payment terms and conditions. 
9. Enter the details.
10. Click Save. 

Information entered will be saved to the relevant client card.

Payment Notifications

When a client submits a payment, you'll be notified based on your notification settings. 

To view/change notification settings:

1. Open the platform.
2. Click Settings.
3. Click Notifications.
4. Click System Notifications.
5. Under "Payments", next to the relevant notification, select the delivery: Email, Mobile Push or In-App.

Tracking Online Payments

To track online payments:

1. Open the platform.
2. Click Payments.
3. Click Payments Received. 
4. Next to "Payment Source", click the caret icon and select Paid Online.

Learn more: See related articles to learn how to manage overdue and late payments, and different payment options.