If you allow clients to make payments via MR Connect<\/a>, your COD clients can also use them to pay invoices before downloading records online.<\/p>\n COD (Cash on Delivery) clients are handled differently from other clients. Traditionally COD invoices require the client to pay the invoice when presented \u2014 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, you guarantee you get paid before they can access the records, and they can get their records as soon as they 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 records that were billed COD.<\/strong><\/p>\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:<\/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 \u2014 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 MR Connect. You can also select invoices that have already been published and un-publish them so that they no longer appear in clients\u2019 MR Connect.<\/p>\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 PayPal is easy to set up and integrate with MR9, and is a good choice if your clients have their own PayPal accounts. The other options are payment gateways \u2014 their benefit is that your clients do not have to have accounts with them to make payments through them.<\/p>\n In addition to setting up a merchant account and entering your credentials into MR9, you must choose which users are alerted in MR9 when a contact makes a payment online. You can also customize the email subject and message for payment receipt notices to clients.<\/p>\n TL;DR: Because CODs are handled differently from sales, you must manually publish COD invoices to MR Connect so COD clients can pay online, then immediately download their records.<\/strong><\/p>\n Bill To Contact:\u00a0<\/strong>The contact responsible for paying the invoice for an order.<\/p>\n Bill To Firm:<\/strong> The firm responsible for paying the invoice for an order.<\/p>\n Business Unit (BU):<\/strong>\u00a0One of your company\u2019s revenue centers or any\u00a0entity in your business that you want to track separately.<\/p>\n MR Connect:<\/strong> Online repository, orders, and access to your office for clients. More ><\/a><\/p>\n Sold To Contact:<\/strong> Contact that ordered the services on the invoice.<\/p>\n Sold To Firm:<\/strong> Firm that ordered the services on the invoice.<\/p>\n Users:<\/strong> You and your staff who directly access MR9.<\/p>\n","protected":false},"excerpt":{"rendered":"CODs are handled differently<\/h2>\n
Manually publish CODs online<\/h2>\n
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Set up for online payment first<\/h2>\n
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MR9 concepts in this lesson<\/h4>\n