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How to Edit Your Payment Page

Learn how to customize your AffiniPay payment page by editing titles, descriptions, contact information, and reference fields to better fit your firm's branding.

Updated over a week ago

With AffiniPay, you can customize the content and fields on your payment page to provide a professional, branded experience for your clients.

Getting Started

  1. Log into your AffiniPay account.

  2. Click the Charge tab, and select the page you wish to update.

  3. Click the Actions button.

  4. Select Edit from the dropdown menu.

  5. From the top navigation bar, click on Custom Content.

Customization Options

1. Reference Field

You can tailor the "Reference" section to collect specific information (e.g., Case Number or Invoice ID).

  • Reference Label: Enter text here to override your default primary reference.

  • Display Settings: Use the Reference Field dropdown to choose if this field is required, optional, or hidden.

2. Customize Text (Title & Description)

Modify the primary heading and sub-text of your page.

  • Operating Accounts: Default is set to "Invoice Payment."

  • Trust Accounts: Default is set to "Trust Payment."

3. Notes & Disclaimers

The Notes section appears below your address information. This is a great space to:

  • Include a specific legal disclaimer.

  • Provide additional firm details.

  • Add an Image: You can embed your logo or a custom graphic here.

4. Contact Information

Update the contact details displayed on the page. You can choose to provide specific phone numbers/emails or hide contact information entirely if preferred.

❗️TIP

Use the Preview button after saving to see exactly how your changes will appear to your clients before sending out payment links.

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