Overview
Payment Pages provide a streamlined, web-based form that allows clients to submit payments independently. These links can be embedded directly into your website or included in emails and invoices.
By using Connect Payment Pages alongside your existing integration, you can ensure that every processed payment automatically creates a complete and accurate posting record.
Getting Started
To create a new page, navigate to the Payment Pages section in the left navigation bar and click Add Page.
Basic Information
Page Name: An internal description to help you identify the page.
Page Header: Text displayed to clients at the top of the page, directly under your logo.
Sub-header: An optional secondary message for additional context.
Merchant Account: Select the destination bank account.
Note: Only one account is allowed per page, and the Connect module is restricted to invoice payments.
Page Type: Select your specific Connect module from the dropdown menu.
Global Overrides: You can manually override default Settings for Recaptcha, Surcharging, and Multi-Language support on a per-page basis.
Customization & Styling
Logos: The system uses your default logo from Settings, but you can choose a different saved logo via the dropdown menu.
Disclaimers: Choose between your Default Disclaimer or create a custom message for the bottom of the page.
Contact Information: Displays firm details from your application by default. Uncheck Use Default to enter custom contact info for a specific page.
Connect & Advanced Settings
Fallback Page: If a client enters invoice or client numbers that don't match open records, they can be redirected to a general payment page to complete their transaction.
Important: Fallback payments do not appear in Manage Postings and must be manually entered into your practice management software.
Multi-Invoice Payments: Check Allow payment on additional invoices to let clients view and pay multiple outstanding balances in a single transaction.
Method Acceptance: Specify if a page should accept All (Card & eCheck), Card Only, or eCheck Only.
Field Configuration
Default Fields: Select which standard fields (like Address or Receipt Email) are required or optional. Shorten forms by hiding non-essential fields like City & State if address verification only requires Zip Code.
Custom Fields: If you have created Custom Fields, toggle them on/off and set their requirement level here.
The Client Experience
The payment process consists of two simple steps:
Validation: The client enters two identifiers (e.g., Invoice Number and Client ID).
Payment: Once validated, the system pulls relevant invoice data and presents the payment form.
Payments appear in the Manage Postings area in less than a minute. If auto-posting is enabled, the entire lifecycle—from payment to reconciliation—can occur without manual intervention.
