Get Paid Faster - Send Payment URLs to Your Clients

Modified on Mon, 20 Feb 2017 at 01:24 PM

CaseFox offers automatic online payment functionality so that your clients can pay your invoices online. The payments are automatically recorded by CaseFox.

Please follow the following steps to enable online payments:

1. Visit "Settings/Tools/Reports" -> "Edit Firm's Info" to enter your firm's PayPal ID (at present, CaseFox only supports online payments through PayPal and LawPay. This ID will be used to enable direct payments from your clients to your firm. The money will not flow through CaseFox).

2. Visit "Settings/Tools/Reports" -> "Client Online Payment Settings". Select a client that is interested in making online payments. You may also select an online payment surcharge percentage. This additional amount will be automatically added to the total due. This additional amount will not be recorded in CaseFox.

3. In the listing of client payment URLs, you may enable/disable a URL (this way you have full control on the URL). You may also check "Print On Invoice" checkbox to enable/disable printing online payment URL on client's invoices. The listing will also indicate number of times the URL is opened and last opened date.

4. You may email this URL to the client (if "Print On Invoice" option is selected, the client can also obtain the URL from PDF invoices).

5. Client can then visit this URL at anytime to get updated invoiced amounts in real time. The client may choose to pay less than the total due. CaseFox will record partial payments and update remaining due amounts accordingly.

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