Billing > APX > Send a Payment Request


Send a Payment Request

The Payment Request option is available from the Amicus taskbar in the Billing module when a firm is APX enabled.

        It is visible when the firm is not APX enabled, but disabled.

To send a payment request:

1.     Select the outstanding invoice in the Billing module, then select Request Payment.

2.     The Creating a Payment Request ... progress bar displays:

3.     When completed, an email addressed to the Contact displays with the invoice attached and a link is provided to pay online.

        The payment amount defaults to the amount of the selected invoice attached to the email.

o        Change the Description if you wish.

        The File defaults to the matter of the selected invoice.

        The Invoice # is the invoice selected

4.     Click Send to send the payment request and return to the Billing module.

        An icon displays under the Paid column to indicate the payment request has been sent.

5.     When a client receives a payment request email they can click the link provided to pay online.

        The payment is deposited to the Operating Account.

When an outstanding invoice is not selected

If Request Payment is selected when a paid invoice is selected, the following message displays:

        Click OK to return to the Billing module.

        View Payment Request

        Make a Payment

        Delete a Payment Request

        Create a draft bill

        Create an invoice and finalize a bill

        Finalize a Draft Bill


Amicus Cloud (January 2023)

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