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Online Payments - Email

  • Feb 16, 2023
  • Knowledge

How To
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Online Payments is a streamlined payment request system. Once an Online Payments email is sent, recipients can directly pay their invoices or deposit monies into a requested trust fund, directly from their email. You're able to customize and send Online Payments emails to suit your firm's needs.

Accessing and Sending

 

  1. Open the relevant matter.

  2. Select one of the options below:

      • ​​​​​​Receivables Statement of Account - To access this, open a receivable card and click on email.
      • Online Payments Statement of Account - Summary - To access this, select the Operating Account tab. Click email and select the appropriate option.
      • Online Payments Statement of Account - Receivables Ledger - To access this, select the Operating Account tab. Click email and select the appropriate option.
      • Retainer Replenishment Statement - To access this, select the Operating Account tab. Go to Retainer & Credits. Open a Retainer Replenishment. From the Retainer Replenishment window, click email and select New Online Payments email.
      • Trust Anticipated Deposit Statement - To access this, select the Trust Funds tab. Open an Anticipated Deposit. From the Anticipated Deposit window, click email and select New Online Payments email.

    Online Payments will generate a populated generic template for the selected transaction.

  3. Review the email template and edit as necessary.

  4. Preview the email before sending. This will allow you to view the email as your client would see it, with all the fields populated with real details.

    To do this, click Preview next to the Subject line of the email.

  5. When you're finished, click Send Email to send an email to the recipient.

  6. Emails sent using Online Payments are saved to the Correspondence List of the matter.

    An example of the email:

Add and Customize Online Payments Template

 

  1. Generate an Online Payments.

  2. Click the Edit option next to Preview. Online Payments fields will display.

  3. Click in the body of the email to display the formatting toolbar. To access all Online Payments fields, click Tags on the formatting toolbar.

  4. Make your changes to the Online Payments by editing the default text and/or adding tags.

  5. When you're finished, click Save As New Template at the bottom left corner.

  6. Enter a name for the Custom Online Payments Template, then click Save.

All saved Online Payments Templates will display at the top-right of the Online Payments window.

 
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Custom Online Payments Templates are not shared across the various Online Payments statement types.

Delete a Custom Online Payments Template

 

  1. Select the required Online Payments Bill template.

  2. Click the additional options against Save Template save.

  3. Select Delete.

Rename a Custom Online Payments Template

 

  1. Select the required Online Payments template.

  2. Click the additional options against Save Template save.

  3. Select Rename.

Last Modified Date
2/16/2023 7:15 PM
Title
Online Payments - Email
URL Name
Accessing-Rapid-Bill

Resolution
Exclusive IntegrationsOnline Payments
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Online Payments - Email