Payink Support
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Using Payink App
This section is designed to support users of the Payink who are not using the API i.e. manual entry.

How do I edit my practice areas?

To edit your practice areas go to the top right part in Payink Web App and select the gear wheel (Company information) icon:
Settings icon
Then select from the menu "Matter Practice Area" and you will be able to see the default areas which Payink offers.
Matter Practice Area (default view)
If you want your own list of areas, you're able to delete, add or edit those by clicking "Enabled" for "Use Default Practice Areas":
Matter Practice Area (edit view)
NOTE: You're able to create up to 15 practice areas, if you need more, please contact us at [email protected]

How to add a new user to my organization?

To add, delete or edit the members of your organization(company), please go to the top right part in Payink Web App and select the gear wheel (Company information) icon:
Company Information (Settings)
Then select from the menu "Manage Users" and you will be able to see a list of users who belongs to your company:
Manage Users
To add a new user, you only need to fill user's email and select some of the roles. Please find below the differences between Client User and Client Admin roles:
Accessibility
Client User
Client Admin
Reports & Actions (Dashboard)
YES
YES
Set up Payment Plan / New
YES
YES
Create Customer and Invoice
YES
YES
Find Customer
YES
YES
Reset my password
YES
YES
Customise reminders frequency & re-tries
NO
YES
Company Information (Settings)
NO
YES
Manage users
NO
YES
Review payment plan reminders
NO
YES
Review invoice reminders
NO
YES
Matter practice area
NO
YES
API Credentials
NO
YES
Add User

How do I send multiple invoices (batch) to a client?

To send multiple invoices (batch) go to "Invoice Automation", find your customer or create a new one,. Then pick up the invoices you want to send or create a new one. At the bottom of the page, the aggregated data of those invoices you mark will show up. When you send multiple invoices (e.g. Invoice A = 10USD, Invoice B = 20USD, Invoice C = 30USD), your customer will be able to get an email that contains a payment link for the aggregated amount (e.g. Invoice A + B + C (10USD + 20USD +30USD) = 60USD in total). Please see the below example:
Multiple Invoices

How to change email template frequency and content?

To edit your email templates frequency and content go to the top right part in Payink Web App and select the gear wheel (Company information) icon:
Company Information (Settings)
Then select from the menu "Review Invoice Reminders" and you will be able to adjust the frequency of the reminders and their content:
Review Invoice Reminders
If you want your own timeframe and email content, you're able to delete, add or edit those by clicking "Enabled" for "Use Default Workflow":
Review Reminders - change default workflow
NOTE: When you change the email templates please make sure you're keeping as many variables as possible (e.g. [PracticeArea], [InvoiceDueDate], [InvoiceMatterNumber]....etc. especially [SecureLink] - without that, your potential customers will be not able to get the payment link. For more details please read - Email Templates page.

How do I resend an invoice to a client?

To resend an invoice go to Find Customer and find your customer. Select your customer and the specific invoice you would like to resend. Then Actions > Open > Send Payment Link. Note you can only send an Invoice / Payment link for an outstanding payment.
Invoice details
Send Payment Link

How do I issue a credit note?

To issue a Credit Note, please go to Find Customer and find your customer. Select your customer and the specific invoice you would like to apply for a credit note. Then Actions > Open > Add Credit Note. Populate the following data: - Credit Note Number (e.g. CRNOTE_1) - Credit Note amount (e.g. $ 9.99) - Upload Credit Note file (a PDF document)
Invoice Details
Add Credit Note
Credit Note - populating data
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On this page
How do I edit my practice areas?
How to add a new user to my organization?
How do I send multiple invoices (batch) to a client?
How to change email template frequency and content?
How do I resend an invoice to a client?
How do I issue a credit note?