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Eliminate bottlenecks

Payment on Account

Simplify client payments with our Payment on Account feature. Process transactions seamlessly, track payment statuses, and provide clients with secure payment options—all within a user-friendly interface.

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Automated payment on account process

Our Payment on Account feature allows clients to make Payment on Account before continuing onto the rest of their onboarding, so you know that payment has been made without having to lift a finger.

  • How it works

    Clients are taken step-by-step through their onboarding, including making payment using a bank transfer directly to your account.

  • Reconcile payments

  • Seamless integration

Bank transfer payment process

Request bank transfers

Offer clients your payment details and allow them to make payment to your bank account via online or mobile bank transfers. Completely free.

Bank transfer payment process
1

Setup

Share secure bank account details with clients for direct transfers.

2

Payment reference

Ensure case reference is used for easy payment tracking and reconciliation.

3

Transfer confirmed

Receive client confirmation when payment has been completed.

4

Reconcile payments

Allow accounts to reconcile payments made using case reference number.

Stripe payment integration
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Stripe - connect your bank

Connect your bank account instantly if you have a Stripe account, or create an account in less than 5 minutes to accept payments directly to your company bank account. Stripe handles Know Your Customer (KYC) obligations for payments and meets payments compliance requirements.

  • Connect securely via Stripe

    Quick and secure bank account connection through Stripe's trusted platform with enterprise-grade security.

  • 100% secure digital payments

  • Multiple payment methods

Automated payment administration

Reduce administration

Receive instant payment to your company account and get alerts when payments are made.

  • Save human resources

    No more time wasted chasing payments. Automated payment processing eliminates manual follow-ups and reduces administrative burden.

  • Get automatic alerts

  • Streamline onboarding

Stripe security and compliance
Stripe logo

Stripe - compliance and security

Don't trust, verify - with advanced machine-learning based fraud prevention done for you.

  • KYC and AML compliance

    Comprehensive, risk-based Know Your Customer and Anti-Money Laundering checks for individuals and businesses, ensuring full regulatory compliance.

  • Secure payment verification

  • Automatic compliance updates

Related features

Discover other ProConvey features that complement Payment on Account

ID and AML Checks

ID and AML Checks

Integrated digital ID and AML checks from top providers.

Learn about ID and AML Checks
Onboarding Letters

Onboarding Letters

Automated letters with eSign for sales, purchase and remortgage.

Learn about Onboarding Letters
Quote Calculators

Quote Calculators

Custom quote calculators for conveyancing.

Learn about Quote Calculators
Compliance Declarations

Compliance Declarations

SDLT/LTT, Gifted Deposit, Tenure declarations and more.

Learn about Compliance Declarations
Source of Funds Checks

Source of Funds Checks

Simple and secure SOF verification or integrated advanced checks.

Learn about Source of Funds Checks
Conveyancers

Conveyancers

Streamline your conveyancing process with digital tools and automation.

Learn about Conveyancers

Ready to get started?

Simplify your onboarding with ProConvey

Discover how automated Payment on Account requests simplify transactions for your firm.

Payment on Account onboarding process