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Payment Links - Overview

Posted by Emery Wager on July 1, 2020

A Payment Link is a link tied to a particular client and optionally a matter. The link is of a designated amount, which the client pays down in full or partially. Payments on a payment link can be deposited into any of the firm's bank accounts or split between multiple bank accounts. 

This article outlines the process of creating and processing a payment on a Payment Link. 

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Topics: Payment Links, Payments


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