Get Paid Faster - Send Payment URLs to Your Clients

Get Paid Faster - Send Payment URLs to Your Clients

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.

    • Related Articles

    • How to Make Online Invoice Payment Automatically via Client Portal

      CaseFox® offers automatic online payment functionality so that your clients can pay your invoices online. The payments are automatically recorded by CaseFox®. You may configure an online payment surcharge too if your agreement with your client allows ...

    • Payment Methods

      With your PayPal account, you can upgrade to a paid plan (or upgrade to a higher plan) online by login to your CaseFox account -> "Settings/Reports" -> "Payment Options." When you upgrade accounts from one level to another, charges are automatically ...

    • How to track payment of expenses

      Fees and expenses in a case are billed in the same way, by generating an invoice. When client sends a check, they do not specify if the check is for fees or expenses. So you pay the invoices agnostic to whether the payment is for fees or for ...

    • How to I upgrade to a paid plan?

      The system will tell you when you exceed the free plan limits and will guide you to the payment page. You may also visit "Settings/Reports" link to upgrade to a paid plan.

    • Secure Communication With Clients

      Your clients may use Client Online Portal for viewing their bills and previous payments. Clients may also pay bills online. In addition, you and your clients may communicate securely via Client Online Portal. You may view messages by navigating to ...