After you've enrolled with NextChapter Payments, you can get started by creating an invoice for your client.
From the case in NextChapter, go to Payments > Invoice and click on + New Invoice.
If you already have the client's email address saved in the Case Dashboard and the client's address saved in the Debtor Profile sections of the case, that information will auto-populate for you into the invoice.
The Invoice number can be any number you would like for your records to track this invoice. You will need to select which account, Operating or Trust, that you would like the payments deposited to for this invoice.
You can add a due date if needed and then add your fees. At the bottom, you can save any notes or additional instructions you would like included on the invoice.
If you would like to send the invoice to your client you have two options:
Email a PDF: If you would like to just email the PDF invoice to your client, you can preview the PDF to make sure it's accurate and then click on the orange button for Send Invoice which will email the invoice to your client.
Invite to Pay Online: If you would like to invite your client to pay online, you can click the check box "Include an invite for debtor to pay on the Payment Portal." This will email the client a link to pay through MyChapter Payments.
Remember to click Save & Close once you are done editing or creating your invoice.