{"id":274,"date":"2021-08-28T14:02:27","date_gmt":"2021-08-28T21:02:27","guid":{"rendered":"http:\/\/omtiblog.com\/metarecords101\/?p=274"},"modified":"2026-03-31T15:09:27","modified_gmt":"2026-03-31T22:09:27","slug":"publish-cod-invoices","status":"publish","type":"post","link":"https:\/\/omtiblog.com\/metarecords101\/modules\/connect\/publish-cod-invoices\/","title":{"rendered":"Get paid before COD clients download transcripts"},"content":{"rendered":"
Lesson #140<\/h6>\n
Connect \u2013 Publish COD Invoices function<\/h5>\n

If you allow clients to make payments via MR Connect<\/a>,\u00a0your COD\u00a0clients can also use them to pay invoices before downloading transcripts online and on smartphones and other mobile devices.<\/p>\n

CODs are handled differently<\/h2>\n

COD (Cash on Delivery) clients are handled differently from other clients. Traditionally COD invoices require the\u00a0client\u00a0to pay the invoice when presented, typically along with the items listed on the invoice. Often agencies have difficulty getting paid by COD clients because they are not regular clients. By offering COD clients the option to pay online or mobily, you guarantee you get paid before they can access the transcript, and they can get their transcripts as soon as the transcripts are ready.<\/p>\n

Because MR9 does not regard COD invoices as sales, they are not posted. (CODs are handled differently than sales to avoid overstating revenue and to minimize the number of voids that would occur to clear uncollectible CODs from your accounts receivable.) Since COD invoices are not posted, as a default they do not appear in MR Connect. Use the Publish COD Invoices function to allow clients to pay for and download transcripts that were billed COD.<\/strong><\/p>\n

Manually publish CODs online<\/h2>\n

To give clients the ability to pay for COD invoices online, you manually publish them to MR Connect in the Publish COD Invoices function. The default view shows all outstanding COD invoices. (Invoices are designated as COD in Turn In<\/a>.) For any invoice listed, you can see at a glance the invoice date and amount, if it has already been published to MR Connect, when the invoice was sent to the client, the Bill To and Sold To clients, the job number and date, case name, and your assigned business unit.<\/p>\n

You can narrow the list to invoices generated within a range of dates, a single invoice number, order number, case, Bill To firm, and\/or one or more of your business units. You can sort the list by one or more columns in ascending or descending order (but when you exit the function, MR9 will revert back to the default order). Export the list as an Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, print, share, or use in other applications.<\/p>\n

From the list you can choose which invoices to publish to RB Connect. You can also select invoices that have already been published and unpublish them so that they no longer appear in clients\u2019 RB Connect\/RBCM.<\/p>\n

Set up for online payment first<\/h2>\n

Before your clients can pay invoices online in MR9, you must set up a business\/merchant account with PayPal or one of the other accepted online payment processing services, then enter your credentials in Connect Preferences<\/a>.<\/p>\n

The default setting for MR Connect is no online payments. If you want to offer online payment of invoices, including COD invoices, through MR Connect, you must first set up an account with one of these services:<\/p>\n