Loading
Knowledge BaseRapidPay - Setting Up Options
Close
Search for help articles, community posts, ideas ...
End of Search Dialog

RapidPay - Setting Up Options

  • 23/09/2021
  • Knowledge

How To
Click to edit heading

Your RapidPay options are able to be easily set up following the below guides:

Display the Person Responsible on Receipts

 

You can automatically display the name of the person who created a receipt on all RapidPay receipts.

  1. Click the LEAP Menu > Other > RapidPay Settings.

    The RapidPay Settings will open in a new window.

  2. Select the role of Receipt made out by from the drop down list. This person will appear on all RapidPay receipts.

  3. Click Save.

RapidPay receipts will display the name of the selected person.

Email Notifications on Payment

 

You can set up email notifications (as per section IV.d.1. and IV.d.3.) to a nominated person(s) within your firm to receive payment notifications and daily summaries of all RapidPay deposits (Office and Client) processed by RapidPay.

  1. Click the LEAP Menu > Other > RapidPay Settings.

    The RapidPay Settings will open in a new window.

  2. Enter the email address of the people who will be notified when a RapidPay payment is made, in the Payment Notification Recipient Email field.

    If you're entering more than one email address, make sure they're separated by a semi-colon.

  3. Click Save.

The business day after a RapidPay payment is made the selected people will be notified by email.

Settle Tax Invoice Transactions to Trust Account

 

You can elect to receive (and receipt) all RapidPay transactions to your client account.

  1. Click the LEAP Menu > Other > RapidPay Settings.

    The RapidPay Settings will open in a new window.

  2. Toggle on the Settle tax invoices to client account.

  3. Click Save.

Mobile Notifications on Payment

 

You can set up mobile notifications (as per section IV.d.2.) to a nominated person(s) within your firm to receive payment notifications of all RapidPay deposits (Office and Client) processed by RapidPay.

  1. Click the LEAP Menu > Other > RapidPay Settings.

    The RapidPay Settings will open in a new window.

  2. Toggle on the nominated person(s) who will be notified when a RapidPay payment is made, in the In-App Payment Notification Recipients section.

  3. Click Save.

Last Modified Date
23/09/2021 5:39 am
Title
RapidPay - Setting Up Options
URL Name
Set-Up-RapidPay-Payment-Notifications-UK

Resolution
CompanionRapidPay
Loading
RapidPay - Setting Up Options