Online Payments - Email | LEAP Community

Online Payments - Email

21/05/2025
Knowledge

How To

Online Payments is a streamlined payment request system. Once a Online Payments email is sent, recipients can directly pay their invoices or deposit monies into a requested trust fund, directly from their email. You're able to customise and send Online Payments emails to suit your firm's needs.

Accessing and Sending

Open the relevant matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Select one of the options below and Rapid Bill will generate a populated template for the selected transaction:
- Debtor Statement of Account
To access this, open a debtor or client card and click on .
- RapidPay Statement of Account - Summary
To access this, select the Office Accounting tab.

Click and select the appropriate option.
- RapidPay Statement of Account - Debtors Ledger
To access this, select the Office Accounting tab.

Click and select the appropriate option.
- Trust Anticipated Deposit Statement
To access this, select the Trust Funds tab.

Open an Anticipated Deposit.

From the Anticipated Deposit window, click and select New RapidPay email.
Review the email template and edit as necessary.
Preview the email before sending. This will allow you to view the email as your client would see it, with all the fields populated with real details.

To do this, click Preview next to the Subject line of the email.
When you're finished, click Send Email to send an email to the recipient.
Emails sent using Rapid Bill are saved to the Correspondence List of the matter.

An example of the email:

Add and Customise Online Payments Template

Generate a Rapid Bill.
Click the Edit option next to Preview. Rapid Bill fields will display.
Click in the body of the email to display the formatting toolbar. To access all Rapid Bill fields, click Tags on the formatting toolbar.
Make your changes to the Rapid Bill by editing the default text and/or adding tags.
When you're finished, click Save As New Template at the bottom left corner.
Enter a name for the Custom Rapid Bill Template, then click Save.

All saved Rapid Bill Templates will display at the top-right of the Rapid Bill window.

Click to edit heading

Custom Rapid Bill Templates are not shared across the various RapidPay statement types.

Delete a Custom Online Payments Template

Select the required Rapid Bill template.
Click the additional options against Save Template .
Select Delete.

Rename a Custom Online Payments Template

Select the required Rapid Bill template.
Click the additional options against Save Template .
Select Rename.

Last Modified Date

21/05/2025 9:55 am

Title

Online Payments - Email

URL Name

Accessing-and-sending-a-Rapid-Bill

Resolution