Activating PayNow for Matters

Click here for more information about PayNow.

Activating PayNow for New Matters

If you want new matters to use PayNow, change your new matter defaults so that new matters are set to use PayNow automatically.

1. Select File > Setup > New Matter Defaults.

2. The New Matter Defaults window appears. Check Include PayNow request with emailed invoice.
   
   

3. Click Done to save your changes.

NOTE: As PayNow requests must be emailed, the Bill Distribution Preference for the matter is automatically set to Send via email.

Activating PayNow for Existing Matters

Once PayNow is enabled, it must be activated manually for existing matters.

1. Select Matters > Matters.

2. The window appears. Highlight the matter and click Open.

3. The Matter Maintenance window appears. Select the CC Info tab. Check Include PayNow request with emailed invoice.
   
   NOTE: Always charge credit card or electronic check automatically for bill payments CANNOT be selected if Include PayNow request with emailed invoice is selected.
   
   

4. Select the Billing tab. Set Billing Email Template to the appropriate PayNow billing email template.
   
   Note that Bill Distribution Option(s) is automatically set to Send via Email and cannot be changed.
   
   

5. Double-check the Minimum Trust Retainer value and ensure it is set correctly.

6. Select Save to save your changes.