PayNow Billing Email Templates

Click here for more information about PayNow.

There are two new default billing email templates to support using PayNow: one for PayNow without Multi-Factor Authorization and one with Multi-Factor Authorization. Customize these templates as needed for your firm or change your existing custom templates to support PayNow by including the new PayNow merge fields: {APX->PayNowText} and {APX->PayNow URL}.

The difference between the default billing email template and the PayNow billing email templates is the inclusion of the PayNow URL and optional PayNow-specific text.

The difference between the PayNow without MFA billing email template and the PayNow with MFA template is text about how the user will need to use the code texted to verify identity before paying.

Customizing PayNow Billing Email Templates

1. Select File > Setup > Billing Email Templates.

2. Select the PayNow or the PayNow_MFA template.
   
   NOTE: The PayNow_MFA option is only available when MFA is activated for your firm.
   
   

3. Edit the PayNow Text as necessary.
   
   

4. Click Done to save your changes.

NOTE: If a matter is set to use a billing email template that includes PayNow fields, but a PayNow request is not sent with the bill for that matter, the fields will not appear in the email sent to the client.