Click Integrations > Online Payments > Linked Accounts.

This will open up the LEAP Connect Page in a new tab in your web browser.

Click Go to FeeWise Dashboard.

Go to the Online Payments Dashboard.

Click on the Transactions tab on the left.

Select the bank account you wish to view the transactions.

If you know the matter/reference number/client name or other details you can try the search bar.

You can also try adjusting the date of when the transaction was made.

Click on the transaction to expand its details. 

 Go to the Online Payments Dashboard.

Click on the Payouts tab.

Select the bank account you wish to view the transactions.

If you know the payout reference/client name or other details you can try the search bar.

You can also try adjusting the date of when the payout was made.

 Go to the Online Payments Dashboard.

Go to Settings > click the Firm and Account tab.

Edit the details under Support details. You can update the following:

• Support email
• Support phone
• Firm website

Click Update support details.

Go to the Online Payments Dashboard.

Go to Settings > click the Firm and Account tab.

Scroll down to Account settings.

Click Update email.

Enter the new account email address.

Click Update email again.

Go to the Online Payments Dashboard.

Go to Settings > click the Firm and Account tab.

Scroll down to Reset password.

Enter the new password.

Confirm the new password ensuring it matches the first one.

Click Reset password.

Go to the Online Payments Dashboard.

Click the Settings tab.

Click Billing.

From here, you can view your Last billed, Billing account details, and Invoice history.

You can also update the Billing email address by clicking Update email.

Go to the Online Payments Dashboard.

Click on the Settings tab.

Click Branding.

From here, you can update the Law Firm Name, Firm Logo, and add an associated color scheme to display on the Payments page & a small logo icon to display on mobile phones.

When you have added the details as required, click Save.

Go to the Online Payments Dashboard.

Click on the Settings tab.

Click Payment settings.

Enter the new bank accounts in LEAP. 

Complete the Maintenance Form linked here and include proof of accounts (bank statements, voided cheque etc.) for the new bank account(s).

Submit the completed form and a confirmation email will be sent once the update is complete.

Go to the Online Payments Dashboard.

Go to the Transactions tab.

Select the transaction to open its details.

Select Refund request.

Select Refund full transaction or Refund partial transaction and complete all the fields required for the refund.

Refund full transaction

1. Reason for refund – Select a reason
2. Notes (optional) – Enter a description that will appear in the refund request
3. Authorization – Enter the name of the person submitting the refund request

Refund partial transaction

1. Refund amount – Enter the amount to be refunded
2. Reason for refund –  Select a reason
3. Notes (optional) – Enter a description that will appear in the refund request
4. Authorization – Enter the name of the person submitting the refund request

Click Request refund.

Go to the Online Payments Dashboard by navigating to LEAP Menu > Settings > Application Settings.

Click Integrations > Online Payments > Linked Accounts.

This will open up the LEAP Connect Page in a new tab in your web browser.

Click Go to FeeWise Dashboard.

Select Payment Links.

Click Create New Link.

Complete the required fields.

1. Name – Enter your Firm Name.
2. Description (optional) – You can add a description to let payers know if you accept in person or over the phone payments.
3. Payment Details – Select an account to deposit payments.

Select Payer enters the amount. 

Under Collect payer details, tick the boxes that pertain to the information that you would like to collect from the payer.

1. Client reference (as optional field) – This allows the payer to enter a reference to their payment (e.g. invoice or matter number).
2. Phone contact number – Require the payer to provide their phone number to identify or contact them.

Click Create Payment Link.

The Payment Link will then be generated.

The Payment Link details will appear and you click Edit to make any changes.

The Payment URL will be also be generated. This can be used to collect payment via email, invoice, or your online website.

1. Click Create QR to generate a QR code to allow payments via Google Pay, Apple Pay, Credit and Debit cards.
2. Click Email Link to share the Payment Link directly to payers.
3. Click Copy Link to share the Payment Link via email or add it onto an invoice template.

Go to the Online Payments Dashboard.

Select Payment Plans.

Click Create plan located in the top right corner.

Complete all fields required for the Plan schedule.

1. Pay off a total amount
   i. Enter a start date.
   ii. Enter the total amount due.
   iii. Specify the number of payments required.
2. Frequency – Select the frequency of payments.
3. Plan Summary – Displays the breakdown of payments over the plan.
4. Plan Information
   i. Reference – Enter a reference for the Payment Plan (e.g. Plan name, invoice etc).
   ii. Matter Number (optional) – Enter matter number if required.
   iii. Plan description (optional) – Enter a description that will appear on the clients receipt
   iv. Deposit account – Select the deposit account.
5. Client details – Enter all the client details.

Click Review.

Confirm all the details are correct.

Click Send plan request.