Bill Now is the quickest and simplest invoicing module. The email to your client is embedded with a link to enter a one-time payment without having to create an online account. This solution is ideal for final collection efforts on old outstanding balances.
NOTE: The link in the email is only good for one payment. If your client does not pay the full amount due, you will need to create a new Bill Now invoice for the balance.
Admin users can customize Bill Now settings to add a custom message to the Bill Now email template for more detailed and enhanced communication when sending the invoice to clients, create a custom disclaimer message that will appear at the bottom of the payment page and enable reCAPTCHA on the Bill Now payment form for increased security.
Creating individual invoices
Click the Create Bill (+) button. Fields highlighted in yellow are required.
When you click Save and Send at the bottom of the screen, the invoice is immediately sent by email to your client. Invoice details are presented in the email with a link to click to pay. The client just needs to change the amount (if not paying the full balance) and enter payment information.
Bulk uploads
If you need to create several invoices in one sitting, the bulk uploads feature is a great option. Here's the information you will need for each invoice:
- Invoice number
- Invoice date
- Due date
- Recipient name
- Amount
- Email address
You can use any spreadsheet program such as Microsoft Excel or Google Sheets but it is very important to remember to save as a comma separate value (CSV) or text (TXT) file. Templates are provided on the bulk upload screen to ensure proper formatting. Simply leave the headers but replace the examples with your actual data. Once the file is ready, you can upload it to ClientPay.
- Go to Bill Now in the left navigation bar.
- Click the Bulk Upload button.
- If you have multiple bank accounts, be sure to select which account should receive these payments.
- Click the Browse button and choose the file from your computer.
- Click the Upload button.
- Review your list for accuracy. You can use the red Delete button under the Action column to remove any incorrect invoices or you can use the blue Add button to manually create additional invoices.
- Click the Send All button to immediately send all invoices.
If you see the following error message, there is a problem with the data in your file that needs fixing in order to upload.
Please review your file carefully for missing information or incorrect formatting. Once the issue is corrected, you should be able to try another upload.
This is an optional add-on feature. If you do not want this feature in your environment, please have one of your firm administrators email a request to support@clientpay.com to have the feature disabled.