Receiving Payments From Clients Online

Receiving Payments From Clients Online

To setup client online payments:

1. Create a PayPal account using one of your emails
2. Login to your CaseFox account
3. Click on Settings/Tools/Reports
4. Click on "Edit Business Info/Invoice Settings" link on the left panel
5. Scroll down to the middle and enter the email that you used to sign up for PayPal in "PayPal Id" field. Scroll further down and click the blue "Update" button.
6. On the left side panel, click on "Client Online Payment Settings"
7. On the right side page, select the client name in the dropdown box (this process is repeated for every client that wish to pay for your services via credit/debit/e-check.)
8. select CC Payment surcharge (if any).  For example, if you want the client to pay addition 3% to cover PayPal charges, select 2% in the dropdown.  If you wish to cover those charges yourself, leave it to 0%.  This can be changed later on.  The additional amount will not be recorded in CaseFox.  But, the invoice payments through this URL will be automatically entered in your account.
9. Click on the blue "Create Client URL" button.
10. You will see an entry in the table below the button.  Copy this URL and email to the client.  You may try it out yourself by pasting it in the browser address bar.  If you leave "Print On Invoice" checkbox, this url will be printed on client's invoices also.

Note: Please login to your PayPal account. Click on profile -> My Selling Tools. Find "Website preferences" on the page and click on "Update."  Ensure that "Auto Return" is marked "On". If not, mark it on and enter any url (your own website or https://www.casefox.com) in the box below.

    • Related Articles

    • 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 ...

    • Accepting Invoice and Trust Payments via LawPay

      Welcome to the CaseFox-LawPay integration setting page. You may accept online payments from your clients via CaseFox client portals. See Client Online Portal for details. You have a choice to process payments through LawPay. Only LawPay can be used ...

    • 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 ...

    • 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 ...

    • How To Group Clients

      1. Select a desired clients 2. On the right side pane, click on "Other Info" tab. 3. Enter a field "Type" and value "<any user selected value, e.g. Criminal or Divorce or Bankruptcy>". Un-check Encrypt This Field Value . 4. Save. Repeat this for all ...