Now that you have set up NextChapter Payments, your client can begin setting up and processing their own payments through our Payments portal.

First, create your invoice for your client by going to Payments > Invoices. Once you have created your invoice, you will see a box to check for "Include an invite for debtor to pay on the Payment Portal."

When this box is checked, the debtor will receive a link to their portal when the invoice is sent via email by clicking Send Invoice. The client can only be invited to the Payment Portal from the Invoice.

*If you are a firm that uses MyChapter for all intake information, you will see a second box to check for "Include an invite to MyChapter Client portal with this invite". Checking this box will send an email to your client to the Client Portal where they can pay their fees and they can enter the info into MyChapter as well. If you don't want to send MyChapter to the client at this time, leave this box unchecked and you can invite them from the Case Dashboard at any time. However, keep in mind that clients can only be invited to pay through the Invoice function. You cannot invite clients to the Payment Portal through a normal MyChapter invite.

Once the invoice is sent, the client will receive an email with a link to the Payments portal that looks like this:

***Hint: If you'd like to use MyChapter Payments, make sure to visit My Account Settings > NextChapter Payments to customize your email to include instructions and a disclaimer for the link/portal.

Once your invoice has been sent via email. The client can simply click on the Client Portal link to log onto their Payments portal. When the client is in the portal, they will see a new tab labeled My Payments:

The client then has the option to process their payments by clicking Pay Invoice. At this point, they can schedule a one-time payment or set up scheduled payments. To process a one-time payment, the client can enter their payment info and then click Process Payment. If the client would like to set up scheduled payments, they can click Schedule Payment and set up their schedule:

Once any payment is processed, your firm will receive an email notification alerting you which case has paid fees, which you can then review in the Payments tab of the case.

After payments have been made, your debtor can always view their transactions by logging onto the portal and clicking My Payment History under My Payments. They can also view the original invoice amount and remaining balance by clicking View: