Sending PayNow Requests

Click here for more information about PayNow.

Follow these steps to send the client an email with PayNow links to be used to pay an invoice.

NOTE: Ensure that you have performed all PayNow setup before starting this procedure.

1. Generate the bill as usual.
   
   When billing for a matter with PayNow activated, the PayNow box is automatically checked in the billing windows. If you decide not to use PayNow for a bill, remove the check mark. If unchecked, the PayNow link and text is excluded from the sent email, even if the matter is using a PayNow billing email template.
   
   

2. Highlight the bill. For Destination, select Preview and click Preview and ensure that the bill is correct.
   
   

3. Highlight the bill again. For Destination, select Email and click Email.
   
   

4. If you see the following message, click Yes (since you have already previewed and approved this bill).
   
   

5. The Send window appears with a preview of the email. Notice the placeholders for the PayNow text and link. Click Done to send the email.
   
   

6. Notification that the email was sent appears. Click OK.
   
   

7. Notification that the bill is posted appears. Click OK to close the window.
   
   

8. The client receives the email. The client clicks the PayNow links for on-screen instructions for making payments.

   1. If no payments need to be made to trust, then only one PayNow link for payment to the operating account is listed.

   2. If the matter has a minimum trust retainer and the invoice amount is less than the minimum trust retainer, then only one PayNow link for payment to replenish the trust account is listed.

   3. If the matter has a minimum trust retainer and the invoice amount is greater than the minimum trust retainer, then two PayNow links are listed: one for a payment to the operating account and one for a payment to replenish the trust account.

   4. If there are no new charges on a matter (i.e., a statement of account was generated), or the amount due on the bill is $0 or a credit balance, no PayNow link will be included in the email.