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Knowledge BaseRapidPay - How to Issue a Request for Payment
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RapidPay - How to Issue a Request for Payment

  • 23/09/2021
  • Knowledge

How To

Office Account Monies

 

Once you have created an invoice, your credit card payment details will be automatically populated within the footer of the first page.

User-added image

There are multiple ways you can issue the request for payment to your client:

  • Print Invoice to PDF
  • Send Invoice to Microsoft Word
  • Send Invoice via email
  • Print Statement of Account - Summary
  • Email Statement of Account - Summary
  • Print Statement of Account - Debtors Ledger
  • Email Statement of Account - Debtors Ledger

Client Account Monies

 

To receive monies to your Client Account, you must first generate an Anticipated Client Deposit. This is similar to a Posting Slip.

Create an Anticipated Client Deposit

  1. Open the relevant matter.
  2. Navigate to the Client Funds tab.
  3. Click Anticipated Deposit - RapidPay.
  4. Enter the following information:
    1. Client information.
    2. Reason for deposit. This will appear on the receipt.
    3. Total amount you wish to receive.
    4. Date.
    5. Click Save & Close.

Send an Anticipated Client Deposit

  • Once you have created the Anticipated Deposit item, double-click to open the item.
  • Select the Print icon, located in the top-left hand corner.
Last Modified Date
23/09/2021 5:52 am
Title
RapidPay - How to Issue a Request for Payment
URL Name
Receiving-BACS-payments-UK

Resolution
CompanionRapidPay
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RapidPay - How to Issue a Request for Payment