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NextChapter Payments - Creating Invoices and Processing Payments
NextChapter Payments - Creating Invoices and Processing Payments

How to get started using NextChapter for payments.

Kelly Oldiges avatar
Written by Kelly Oldiges
Updated over a week ago

After you complete the NextChapter Payments Integration, read this article to learn how to use the feature.

First go to My Account Settings > NextChapter Payments Integration to set up the email template that will be used when the invoice is emailed to your clients.

You can also set up the default user to receive email notifications for NextChapter Payments.

After you start the case in NextChapter, the first thing in the Payments tab you will need to do is create the invoice.

The billing address will populate over from the Client Profile > Debtor Address tab if you already have an address entered. We recommend filling out the Client Profile tab first so some information will populate over onto the invoice.

The invoice number will be arbitrary, it will be used for each firm to track their own payments. It will show 1 for the first invoice, 2 for the second, and so on. Client Due will show anything due minus what was already paid.

The Depositing Account dropdown allows you to select where the funds will go once they are received.

You can add as many items to the invoice as needed by clicking +Add Item:

Once you save the invoice, you will see the amount added to the Overview screen:

If a client calls in to provide payment, you can click the Process Payment button:

You will enter the amount the client is wanting to pay, enter the payment info, and click process payment:

If your client would like to schedule a payment, click the Schedule Payment tab and enter the Payment Frequency, start date, and you will want "stop when payments equal" to be the total amount due. This allows the client to set up a payment plan.

The Payments tab within the Payments section will provide an overview of total fees, total received, total owed, and total scheduled.

Key words: NextChapter Payments, integration, invoice, payments, schedule

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