How clients pay invoices

When you send an invoice through Esqase, your client receives a secure payment link they can open in any browser. This page explains exactly what your client sees, from unlocking the link through paying and getting a confirmation, and how you set up the payment methods that appear to them. Use it to walk a client through paying, or to make sure your firm is configured so the link works smoothly.

The payment link is a public, client-facing page, separate from your dashboard. Your client has nothing to set up: Esqase keeps an account behind the scenes for the address you billed, without them filling anything in. They open the link from the email you send them, prove they are the right person, view the invoice, and pay.

Esqase never holds the money. There are two kinds of payment method, and they are confirmed differently:

• Card and Bank account run through your firm's own LawPay or Confido Legal account, when your firm has connected one. The client enters their details in the processor's secure fields, the money goes to your bank, and Esqase records the payment on the invoice by itself as soon as the processor reports it. See Taking card and bank payments with LawPay or Confido Legal.
• Bank transfer or wire and QR code are self-reported: the client sends the money through their own bank or payment app, tells you on the page that they have paid, and a firm member reviews that report and marks it cleared. Nothing changes the invoice balance until you confirm it.

Before you begin

Before any client can pay through a link, your firm needs a few things in place. Most of this is one-time setup.

• At least one payment method enabled. Card and bank payments through a connected LawPay or Confido Legal account, a manual bank-transfer or wire link, or a QR code. You connect a processor on the Integrations page and configure the other two in your firm's payment settings. See Taking card and bank payments with LawPay or Confido Legal and Payment settings.
• Somewhere to record the money. Bank transfer and QR payments are recorded on your firm's default deposit account, and card and bank payments on the account you mapped to the processor's default operating account. Without one of these, Esqase has nowhere to record the payment, so it will not let you generate a link. See Accounts, trust, and transactions.
• An invoice to collect on. The link is always tied to one specific invoice. See Creating and sending invoices.

What your clients see, and how you set it up

The payment link is a single web page, branded with your firm's name and invoice number. The flow your client experiences is shaped entirely by how you configure the link and your payment settings.

Here is how you create the link your client will use:

1. Open the invoice you want to collect on. See Creating and sending invoices.
2. Choose the option to generate a payment link. The Generate payment link dialog opens.
3. Under Payment methods, check the methods you want to offer the client for this invoice: Card, Bank payment (eCheck) or Bank payment (ACH) (the name depends on your processor), Manual bank transfer link, and QR code. A method is only checkable if your firm has set it up; methods your firm has not set up appear greyed out, with a line telling you where to set them up. Card and Bank payment are ticked for you when they are available.
4. Under Payment terms, choose how much of the balance the client can pay:
   • Full balance only: the client must pay the entire remaining balance.
   • Client chooses an amount: the client can pay a partial amount toward the balance.
   • Firm-defined installments: the client pays a schedule of installments you set, and can turn on autopay. This creates a payment plan, which you then manage from the Payment plans tab on Payments. You can also set up a plan directly with New payment plan, with more frequencies and the choice to charge a saved card or bank account automatically. See Payment plans and autopay.
5. Click Generate link. The dialog switches to Payment link ready and shows the link in a read-only field.
6. Use the copy button to copy the link, or click Send email to client to email it from Esqase. The email is addressed to the client the invoice is billed to, using the email labeled Billing on their contact record when there is one. The link page itself asks the client to sign in when they open it, and only lets in the address the invoice is billed to.

When the client opens the link, they move through three stages: unlocking the link, viewing the invoice, and paying. The rest of this page covers each stage from the client's point of view.

Opening and unlocking the payment link

To protect the invoice, the link does not show any financial detail until the client proves they are the person it was sent to. Most of the time that happens by itself. How clients sign in is the full walkthrough; this section is the invoice version.

If the client is already signed in to Esqase, they see Signing you in for a moment and then the invoice opens by itself. There is no button to press.

If they are not signed in, the page sends them to their Esqase client portal sign-in panel, which says "Sign in to view your invoice". They sign in there with a 6-digit code Esqase emails them, or with Continue with Google, and they land straight back on the invoice. From then on, the next invoice or document you send opens without any of this.

The email sign-in link is always available as the fallback, on the payment page itself, when the automatic sign-in is refused or does not apply:

1. The client enters the email address the invoice was sent to.
2. The screen changes to Check your email, noting the link expires in 30 minutes.
3. They open it on the same device, the page shows Signing you in, and the invoice unlocks.

A few things to know about this step:

• The email on the invoice is what decides access. Every method checks the same thing: the address the client signed in with must be the one the invoice is billed to, and it must be confirmed. A client can create an Esqase account for themselves, but that grants nothing on its own, so nobody can register their way into someone else's invoice.
• Signed in as somebody else. A client already signed in with a different address sees "You're signed in to Esqase with a different email address", and the email sign-in form underneath it. Entering the address the invoice was billed to gets them in.
• Privacy by design. For security, the Check your email message appears whether or not the email matched. This prevents anyone from using the link to discover who an invoice was sent to. Only the genuine contact actually receives a sign-in link.
• Same device. The client should open an emailed sign-in link on the same device and browser where they requested it. Opening it elsewhere may not unlock the page.
• Use a different email. If the client entered the wrong address, they can click Use a different email to try another one.
• Rate limiting. If a client makes too many attempts in a short time, Esqase temporarily pauses new ones to deter abuse. They should wait a few minutes and try again.

Troubleshooting the unlock step

• "That sign-in link is invalid or has expired." Sign-in links are short-lived and work once. Ask the client to return to the payment page and request a fresh one with Email me a sign-in link instead.
• The client never receives the email. The email address they entered does not match the contact on the invoice. Confirm the email you have on file for that contact, then ask the client to enter that exact address. You can check and update the contact's email under Working with contacts.
• The client signed in but the invoice did not open. Same cause: the address they used is not the one the invoice is billed to. The page says they are signed in with a different address and offers the email sign-in form. Compare the two on the contact record, then have them try the correct address. A client using Continue with Google needs the Google account that uses that exact address.
• They clicked the link on their phone but requested it on a laptop. Have them request a new link from the device they intend to pay on.

From the Esqase Client app

A client who uses the Esqase Client app opens the same payment page from the invoice in the app, with Pay (or View when the invoice has no active payment link). It opens inside the app, already signed in, so there is no sign-in panel and no emailed link.

• Everything after that is this page. The invoice view, Download PDF, the payment methods and proof of payment work as described below.
• Download PDF hands the PDF to the phone, which opens it or offers to save or share it.
• When the client reports a payment, the app closes the page and goes back to the invoice with "Thanks. Your law firm will confirm your payment." The balance changes only once your firm confirms the payment, as on the web.
• If the page cannot be opened in the app, the app says "Open this from your email", and the link in your invoice email still works.

See The Esqase Client app.

Viewing the invoice and downloading the PDF

Once unlocked, the client sees the full invoice laid out like a printed bill. The page shows every invoice in the same standard layout. Your invoice template is not used on the page: it sets how the PDF looks (see below).

The invoice view shows:

• A header with the word Invoice, the invoice number, the Issue date, and the Due date (a dash when the invoice has no due date).
• A From block with your firm's name, address, email, and phone.
• A Billed to block with the client's name and contact details.
• The line items, with columns for Description, Qty, Rate, and Amount. On a phone, each line is stacked instead: the description and the quantity times the rate, with the amount on the right.
• A totals summary showing Subtotal, Discount (when one applies, shown as a negative amount), Tax, Withholding tax (when it applies, shown as a negative amount), Total, Paid to date, and Balance due. When they apply, Credits and adjustments (credit notes and write-offs) and Reported, awaiting confirmation (a payment that has not cleared yet, such as a transfer the client reported or a bank payment still processing) appear just above Balance due. On a payment plan, the last lines read Invoice balance and Due now instead (see Paying a payment plan).
• Any Notes you added to the invoice.

At the top right of the invoice, the client can click Download PDF to save a copy of the invoice as a PDF file. The PDF uses the invoice's template, with your logo, colors, and sections where you placed them in the builder. This is handy for the client's own records or to forward to an accountant. See Invoice templates and the builder.

In the PDF, the totals block reads Subtotal, Discount if there is one, Tax, Withholding tax if it applies, Total, Amount paid, Credited and Written off where they apply, and Balance due. The discount and withholding show as negative amounts. This is the same order as the invoice PDF your firm downloads inside Esqase, except that tax is a single line rather than one line per tax rate. See Creating and sending invoices.

The two-view invoice and pay toggle

The payment link has two views: the invoice and the payment options. The client toggles between them. Both views are on a plain white page, with the Esqase logo centered at the top.

• The default view is the invoice. Below the invoice, when a balance is owed and at least one payment method is available, there is a full-width Continue to payment button. On a payment plan, the button also shows the installment amount, for example Continue to payment · $100.00.
• When your firm profile lists an email address under Contact information, the last line of the invoice view, under the button, reads Questions about this invoice? Contact (your firm) at (email address). Clicking the address opens the client's email app. This line shows even when there is nothing to pay. See Your firm profile and details.
• Clicking Continue to payment switches to the pay view. It is headed Pay this invoice, with the amount due at the top right under Amount due (or Installment due on a payment plan) and the selected payment method's form below it. When the amount is fixed, this is the only place it appears: the form does not repeat it. The methods available on this link come in this order: Card, Bank account, Bank transfer or wire, and QR code.
  • On a wide screen, such as a laptop or desktop, the methods are listed down the left side, with the selected one highlighted.
  • On a narrower screen, such as a phone or a tablet held upright, the methods are a single row of tabs above the form. If the row is wider than the screen, the client can scroll it sideways. When the link offers only one method, there is no row, and that method's form shows straight away.
• To go back, the client clicks Back to invoice at the top of the pay view. They can switch back and forth freely.
• Both views end with a footer across the bottom of the page. The line © (the current year) Esqase, Inc., a Delaware corporation. All rights reserved. sits on the left, and links to Esqase's Terms of Service and Privacy Policy sit on the right (below it on a narrow screen). The links open in a new tab.

Paying by card

When your firm takes payments through LawPay or Confido Legal, the client can pay by credit or debit card. The card details go straight to the processor in secure fields on the page, and Esqase never sees them.

1. In the pay view, the client selects Card.

2. Under Full balance only, and on a payment plan, the amount is fixed: it is the Amount due (or Installment due) at the top of the pay view, and the form does not show it again. Under Client chooses an amount, the form starts with an Amount to pay field and the line You can pay up to (amount) on this invoice., so the client cannot pay more than is still collectible.

3. Under Card details, the page reads Payments are securely processed by LawPay. Card details are encrypted and sent directly to LawPay. (with your processor's name). The client fills in:

   • Name on card (optional with LawPay).
   • Card number, in the processor's secure field.
   • The expiry. With LawPay it is two dropdowns, Month and Year. With Confido Legal it is one Expiration date secure field.
   • Security code, in the processor's secure field.

   The secure fields look like the rest of the form. When one is not filled in correctly, a message appears under it, such as Enter a valid card number or Enter the security code, and the payment is not sent until the client fixes it. With LawPay, a missing month or year reads Select a month or Select a year, and an expiry in the past reads This date has passed.

4. Under Billing address, they enter the Postal code of the card's billing address (required with LawPay, optional with Confido Legal).

5. On a payment plan with autopay available, an Automatic payments section comes next, where they can save the card for the remaining installments (see Saving a card or bank account for a payment plan).

6. They click the full-width button reading Pay followed by the amount, for example Pay $1,250.00. The line under it reads You will be charged $1,250.00. The button reads Processing payment... while the processor charges the card.

When the processor accepts the card, the payment is recorded straight away as Cleared: the invoice balance goes down, the payment is posted to your firm's account, and your team is notified. The client lands on a Payment received page. Nobody at your firm has to review or clear it.

If the card is declined, the page shows Your payment did not go through with the reason, for example The card was declined. Nothing is recorded, and the client can try another card. If the processor cannot accept the details as entered, the same message asks the client to check them and try again (for example Check the card details marked below and try again.), and any field at fault is marked.

Paying from a bank account

The Bank account option debits the client's checking or savings account through your firm's processor. LawPay calls this an eCheck and Confido Legal calls it ACH.

1. In the pay view, the client selects Bank account.

2. The amount works as for a card: a fixed amount shows only at the top of the pay view, and under Client chooses an amount the client enters it in Amount to pay.

3. Under Bank account, the page reads Payments are securely processed by LawPay. (with your processor's name). The client chooses the Account holder (Individual or Business) and the Account type (Checking or Savings). With LawPay they also give a First name and Last name, or a Business name for a business account.

4. They enter the bank details in the processor's secure fields: Routing number and Account number, and with Confido Legal also Account holder name. As with a card, a field that is not filled in correctly shows a message under it, such as Enter a valid routing number, and the payment is not sent until it is fixed.

5. On a payment plan with autopay available, the Automatic payments section comes next (see Saving a card or bank account for a payment plan).

6. Directly above the submit button, the client agrees to the bank payment authorization. How it looks depends on your processor:

   • With Confido Legal, the client ticks the checkbox I authorize (your firm) to debit $1,250.00 from the bank account above and agree to the bank payment authorization. The underlined words bank payment authorization open a Bank payment authorization window with the full text, and Close returns to the form.
   • With LawPay, the full authorization text is shown on the page, because LawPay requires it, and the client ticks I agree to the bank payment authorization under it.

   The text says the client authorizes your firm to debit the account they designated for the amount shown, that they are authorized to debit that account, and that the authorization stays in effect until the debit is processed or the client cancels it by contacting your firm. If the client submits without ticking the box, the page reads Agree to the bank payment authorization to continue.

7. They click the full-width Submit Payment button. The line under it reads $1,250.00 will be debited from your bank account. Bank payments usually take 3 to 5 business days to clear. The button reads Submitting payment... while the payment is sent.

A bank payment takes a few days to reach your bank, so it is recorded as Pending, and the client lands on a Payment processing page: Your bank payment is processing and usually clears in 3 to 5 business days. You will get a receipt when it does. When the processor reports that the money arrived, Esqase marks the payment Cleared and the invoice balance goes down, with nothing for your firm to do. If the client's bank refuses the debit, Esqase marks the payment Failed and the balance is open again.

While a bank payment is processing, the amount is held against the invoice. If the client opens the link again before it clears, the page reads Payment processing instead of offering to pay the same amount twice.

Paying a payment plan

When your firm sets up a payment plan for an invoice, the client pays it from the plan's payment link, one installment at a time. See Payment plans and autopay for how your firm creates and manages the plan.

• The link arrives by email. When your firm creates the plan with the email option ticked, or sends the link afterwards, the client gets an email with a subject such as Payment plan for invoice INV-0042 at (your firm) on Esqase. It lists the schedule, any message your firm added, and the link to view the plan and pay.
• The invoice says it is on a payment plan. In the totals, Invoice balance is everything still owed on the invoice, and Due now is the amount to pay today, with a line such as Installment 2 of 6 · $100.00 · due October 20, 2026. Installments are numbered by due date, counting the ones already paid. Above the button, a note headed This invoice is on a payment plan says how the balance is split (for example The balance is split into 6 monthly installments.), which installment the client pays now, and links to the schedule with View payment schedule. The button reads Continue to payment followed by the installment amount, so the client never mistakes the full balance for what is due.
• Each visit pays the next installment. The Payment plan list sits under the button on the invoice and above the form on the payment step. It shows each installment (Installment 1, Installment 2, and so on) with its due date, amount, and status: Due now for the next one, Scheduled, Paid on and the date the payment was made, Processing (a card or bank payment that has not cleared yet), Reported on and the date the client reported a bank transfer or QR payment that your firm has not confirmed, or Refunded. The paid date is the day the client paid, so an installment paid ahead shows an earlier date than its due date. On the payment step, the amount under Installment due is the installment due now. The client can pay it before its due date, by any method your firm allowed on the plan.
• While the installment due now is processing or awaiting your firm's confirmation, the note and the schedule stay, but the Due now line and the button give way to a Payment processing or Payment reported message until the payment clears or your firm confirms it.
• Reminders around each due date. On a plan collected by payment link, the client is emailed Upcoming payment for invoice INV-0042 a few days before each installment is due (the number of days is your firm's choice, three by default), Your payment plan installment is due today on the due date itself, and Payment overdue for invoice INV-0042 the day after a missed due date. Each links to the page.
• Changes are emailed. When your firm changes the dates or amounts, restores a cancelled plan, or the plan is complete, the client is emailed the news, with the new schedule where there is one.
• A cancelled plan leaves the balance due. When your firm archives a plan, the client is emailed that the plan was cancelled, with the remaining balance. The same link then asks for the full remaining balance instead of an installment, without the plan note or the Due now line. If your firm deletes the plan, the link stops working and shows the not-found page described below.

Autopay from a card or bank account your firm saved

A client can also give their card or bank details to your firm, for example over the phone, and ask to be charged automatically. A firm member enters the details in the processor's secure fields, reads the authorization to the client, and records that the client agreed. Then:

• The client is emailed Copy of your payment authorization, restating the authorization they gave, with the card or bank account it covers.
• The plan email says each installment will be charged automatically to that card or bank account on its due date.
• Three days before each charge, the client is emailed Upcoming automatic payment for invoice INV-0042, naming the amount, the date, and the payment method.
• The payment link still works, so the client can pay an installment ahead, or by hand after a declined charge.

Saving a card or bank account for a payment plan

On a payment plan, a client paying by Card or Bank account can save that payment method so the rest of the installments are charged automatically on their due dates. This is autopay.

1. Above the payment form, the Payment plan list shows each installment with its due date, amount, and status.
2. Near the end of the form, an Automatic payments section reads If you save your payment method, the remaining installments in the payment plan above are charged on their due dates. You pay the current installment now. On a card it comes just before the Pay button. On a bank account it comes just before the bank payment authorization.
3. The client ticks Save this card and charge it automatically for the remaining installments. (or Save this bank account and charge it automatically for the remaining installments.). The View terms link beside it opens an Automatic payment terms window with the full text, and Close returns to the form. The terms say the client authorizes your firm to save the payment method with its payment processor and charge it for each remaining installment on or after its due date, that a failed payment may be tried again on a later day, and that the authorization lasts until the plan is paid in full or the client cancels it by contacting your firm. Cancelling automatic payments does not cancel the balance owed.
4. They pay the current installment as usual.

The confirmation page then adds Automatic payments are on. Your remaining installments will be charged on their due dates. The saved card or bank account is kept by the processor, and Esqase stores only a reference to it, such as its brand and last four digits. Before each automatic charge, the client is emailed a notice with the amount and date.

The option only appears when your firm allows autopay and more installments are still to come. It is also offered when autopay stopped because the card or bank account saved earlier can no longer be charged, so the client can save a new one the next time they pay; it is not offered while your firm has paused autopay on a method that still works. See Payment plans and autopay.

Paying by bank transfer or wire (a self-reported payment)

A manual payment link is for clients who pay outside Esqase, for example by sending a wire or bank transfer to your firm. Because the money moves through your bank rather than through Esqase, the client tells you they have paid, and you confirm it on your side later.

This is what your client does:

1. In the pay view, the client selects Bank transfer or wire.
2. Under Payment instructions, they read the instructions you wrote, with the formatting you gave them, such as bold text, lists, headings, tables, and links. If you added a payment URL or wire-instructions link, they can click Open payment instructions to view it in a new tab. If you wrote no instructions, the page reads Use the link below to send the payment, then confirm here so your firm can match it. See Payment settings.
3. They send the payment through their bank.
4. Back on the page, they fill in the Payment details section, under the line These details help (your firm) match your payment.
   • Amount sent: shown only when you chose Client chooses an amount. It is an editable field, in the invoice's currency, capped at what is still collectible, with the note "You can send up to ..." beneath it. Under Full balance only, and on a payment plan, there is no amount field: the client is reporting the amount shown at the top of the pay view.
   • Your name (optional): the name the payment will arrive under.
   • Reference number (optional): a wire reference or confirmation number that helps you match the payment.
   • Proof of payment (optional): they can attach a receipt or screenshot (see Uploading proof of payment).
5. They click the full-width I have sent the payment button. The line under it reads This notifies (your firm) that you have sent the payment. The invoice will be updated once (your firm) confirms receipt. Esqase records the payment as pending and shows them a confirmation page.

Paying by scanning the QR code

A QR code payment works like the manual method, but instead of a link the client scans a static QR code (for example PIX, UPI, or a Venmo code) with their banking or payment app.

1. In the pay view, the client selects QR code.
2. Under Payment instructions, they read any instructions you provided, formatted the same way, then scan the QR code shown below them with their banking or payment app and send the payment. If you wrote no instructions, the page reads Scan the QR with your banking app, then confirm here so your firm can match the payment.
3. They fill in the same Payment details section as the bank-transfer method: Amount sent (only when they choose the amount), optional Your name, optional Reference number, and optional Proof of payment.
4. They click I have sent the payment, which has the same line under it. The payment is recorded as pending and they see a confirmation page.

Uploading proof of payment

For manual and QR payments, the client can attach evidence that they paid, such as a bank receipt or a screenshot of their transfer. This makes it much easier for you to match and confirm the payment.

1. In the bank-transfer or QR form, the client finds the Proof of payment (optional) area.
2. They drag and drop files onto it, or click to choose files from their device.
3. Accepted files are images or PDFs, up to 10 MB each. The client can attach more than one file.
4. Each file uploads with a progress indicator, then shows a green check when it finishes. The client can remove a file before submitting by clicking the remove (X) button next to it.
5. When they click I have sent the payment, the attachments are saved with the pending payment so you can see them when you review it.

Common questions

• Are there file-type or size limits? Yes. Proof files must be images or PDFs, and each file can be at most 10 MB. There is also a cap on the number of files per payment; if the client reaches it, the page tells them they cannot add more.
• Is proof required? No. It is optional for both manual and QR payments, but it is strongly recommended.

The payment confirmation page

What the client sees after paying depends on the method.

Card and bank account payments. The page is titled Payment received for a card the processor accepted: it names your firm, the amount, and the invoice number, and gives the receipt number when your firm issues official receipts. For a bank payment it is titled Payment processing and says the payment usually clears in 3 to 5 business days, and that the client will get a receipt when it does. A card payment that the processor holds for review reads Your card payment is processing. You will get a receipt when it clears. A Back to invoice button returns to the link. The client also gets a Payment received or Payment processing notification in their client portal. See How clients get portal notifications.

Bank transfer and QR payments. After the client reports a payment, they land on a confirmation page titled Thank you. It reads: "We recorded that you sent a payment for invoice [number]. [Your firm name] will confirm it once the funds arrive, and the balance updates then." A Back to invoice button returns them to the link.

"Recorded" does not mean "cleared". For both bank transfer and QR code, the payment is saved as pending. Your firm reviews it, checks the money actually arrived, and marks it cleared before the invoice balance changes. See Recording and managing payments.

A fully paid invoice and unavailable links

Sometimes a client opens a link and there is nothing to pay, or the link no longer works. Here is what they see.

No balance due. If the invoice is already fully paid, the client still sees the invoice details, but instead of the Continue to payment button they see a message: "No balance is due on this invoice." This is the expected result once an invoice is paid in full, and also once the balance has been closed by a credit note or a write-off. See Credit notes, write-offs, and discounts.

Payment already reported. If the client has reported a payment that your firm has not confirmed yet, the page reads Payment reported and names the amount being held against the invoice. Clear or fail that payment to let them pay again.

Bank payment processing. If the client paid from their bank account and the payment has not cleared yet, the page reads Payment processing: Your bank payment is processing and usually clears in 3 to 5 business days. It opens for payment again on its own once the payment clears, or if it fails.

No payment options yet. If a balance is owed but your firm has not finished setting up payments for that invoice, the client sees a panel titled No payment options yet asking them to contact your firm directly. If this happens, check your payment settings and the methods you allowed on the link.

Expired, revoked, or invalid link. If a link has expired, was revoked, belongs to a payment plan your firm deleted, or the address is wrong, the page shows a generic not-found screen rather than the invoice. The client should ask your firm for a fresh link.

Troubleshooting

• The client sees "No payment options yet." Enable at least one payment method in Payment settings and confirm you checked it when generating the link.
• The client does not see Card or Bank account. Check that your firm's processor is connected with its accounts mapped, that Card payments and Bank payments are on, and that the invoice is in the processor account's currency. See Taking card and bank payments with LawPay or Confido Legal.
• The client sees "Your payment did not go through". The processor declined the card or bank account, and the message gives its reason, or it could not accept the details as entered and asks the client to check them. Nothing was charged or recorded. The client can try again or use another method.
• A message such as "Enter a valid card number" appears under a field. The card or bank details in that secure field are missing or not valid. The payment is not sent until the client corrects them.
• A bank account payment is still pending after a few days. Bank payments usually take 3 to 5 business days to clear. Esqase marks it cleared by itself when the processor reports the money arrived; you do not clear it by hand.
• The client sees a not-found page. The link is expired, revoked, or mistyped. Generate and send a new one.
• A manual or QR payment is not reducing the balance. That is expected. Self-reported payments stay pending until you review and clear them in Recording and managing payments.
• The client says the amount is locked and they want to pay part of it. The link was generated with Full balance only. Generate a new link with Client chooses an amount.
• The client asks whether they can pay again after a refund. Yes. A refund puts the refunded amount back on the invoice's balance due, and the same link takes payments again while it is active. If the link has expired or was revoked, generate a fresh one. On a payment plan, the refunded amount goes back on the plan as an installment to pay.

Related

• How clients sign in
• The Esqase Client app
• Creating and sending invoices
• Payment plans and autopay
• Taking card and bank payments with LawPay or Confido Legal
• Recording and managing payments
• Payment settings
• Invoice and billing settings
• Accounts, trust, and transactions
• Integrations overview
• Working with contacts