Link2Pay

In order to access the Link2Pay feature, your firm must first be approved for Bill4Time Payments. Click here to learn more.

Link2Pay provides the ability to create a unique link for your firm to accept payments.  This is not specific to an existing client or matter in your account, so that anyone can use the link to make a payment to your firm. The link can be placed on your firms website, in emails, and so much more, enabling anyone from long-time clients to brand new leads to pay your firm with ease 24/7.    

To setup your first Link2Pay, simply follow these steps:

1) In your main navigation bar, click “Payments”.

2) Click the “Link2Pay” tab on the Payments home screen.

3) Click “New Link2Pay”.

4) Fill out the specific parameters you want this Link2Pay to follow.

• Give it a name! Such as “Payment link 2” 
• Choose the responsible “Account Manager”. 
• If this is a new client making a payment, this person will be the assigned account manager.
• Add a personal message your client will see when making the payment.
• Decide if you want this link to request a specific amount, or leave the field blank to allow the client to pay any amount they wish.
• Specifying the amount is a great way to associate each Link2Pay with a specific service your firm offers.
• Pick the destination bank account (operating or trust) to deposit these payments into.
• Trust accounting is only available on the Bill4Time Legal Pro plan.
• Request Client or Project ID’s to help Link2Pay in finding an exact match to log your payment.

5) When you’re ready, click Save.

6) Lastly, click “Copy Link” from your list. Once copied, you can paste the link in a variety of places.

What will the client see?

Clicking on the Link2Pay URL(link) you created above will show a page like below. When a client is completing the form they be required to provide their first name, last name and email address in order to complete the payment. This information is used to determine whether this individual already exists in your client database. 

Depending on your Link2Pay configuration, the client will either see a variable payment amount field or plain text locked on the amount you’ve requested. They can also choose their payment method. 

Credit Card:

eCheck via Account & Routing Numbers:

eCheck via Secure Bank Login:

What happens after the payment is submitted?

In the below example, we can see that “David Silberberg” does not exist in my firm’s Bill4Time account as a client.

However, after providing the following information and making a payment via Link2Pay…

A brand new client was created automatically.

Opening the client details, we can see the payment was accurately placed in the Accounting Tab. If the Link2Pay was associated with a trust account, the payment would land in the Trust Account tab instead. 

Additionally, if Link2Pay was able to find an existing client with the same first name, last name, and email address, instead of creating a brand new client, the payment will be logged within that existing client instead.