1. For Staffs 1.1. Set email for Client 1.2. Set Reminder in Client Invoices 1.3. Create Mass Mailing 1.4. Create Scheduled Actions 1.5. Configure Reminder Configuration Invoice 1.6. Validate Client Payment 2. For Clients 2.1. Check Email 2.2. Client Payment by Paypal

1. Lgal.One
Legal Practice solution for Law Firm
Change Request 24
Add the e-payment link to client
invoice reminder

2. - Provide a ‘e-payment link’ in the email reminders so that the
client can have an options to pay via e-payment
- ‘e-payment’ for now means PayPal
- However, the payment amount should be auto re-compute to
include Paypal service charges
Eg. Invoice Amount – SGD1,000 and the full payment should be
SGD1,030 (eg. 3%)
E-PAYMENT LINK TO CLIENT INVOICE REMEMBER

3. 1. For Staffs
1.1. Set email for Client
1.2. Set Reminder in Client Invoices
1.3. Create Mass Mailing
1.4. Create Scheduled Actions
1.5. Configure Reminder Configuration Invoice
1.6. Validate Client Payment
2. For Clients
2.1. Check Email
2.2. Client Payment by Paypal
E-PAYMENT LINK TO CLIENT INVOICE REMEMBER

4. 1.1. Set email for Client
1. FOR STAFFS

5. 1.2. Set Reminder in Client Invoices
1. FOR STAFFS
In each invoice, we will see Reminder This Invoice field.
If this field is true, client of this invoice will receive email from
the system according to invoice date.
If this field is false, client of this invoice will not receive email
from the system.

6. 1.2. Set Reminder in Client Invoices
1. FOR STAFFS
1

7. 1.2. Set Reminder in Client Invoices
1. FOR STAFFS
2

8. 1.3. Create Mass Mailing
1. FOR STAFFS
This step, we will configure mail to send (mail of system), mail
template (can create new or select available template) and
configure mail recipient (option)
First, create 4 email template to create 4 Mass Mailing:

9. 1.3.1. Show Email Template ‘1st Reminder’
1. FOR STAFFS

10. 1.3.2. Show Email Template ‘2nd Reminder’
1. FOR STAFFS

11. 1.3.3. Show Email Template ‘3rd Reminder’
1. FOR STAFFS

12. 1.3.4. Show Email Template ‘4th Reminder’
1. FOR STAFFS

13. 1.3. Create Mass Mailing
1. FOR STAFFS
1

14. 1.3. Create Mass Mailing
1. FOR STAFFS
2

15. 1.3. Create Mass Mailing
1. FOR STAFFS
3

16. 1.3. Create Mass Mailing
1. FOR STAFFS
4

17. 1.3. Create Mass Mailing
1. FOR STAFFS
5

18. 1.4. Create Scheduled Actions
1. FOR STAFFS
Why we must create Scheduled Actions?
Configure Scheduled Actions is a configuration to automatically send
mail when the Active field is true.
Most importance is configuration Technical Data, without this code
the mail will not be sent to clients

19. 1.4. Create Scheduled Actions
1. FOR STAFFS
1

20. 1.4. Create Scheduled Actions
1. FOR STAFFS
2

21. 1.4. Create Scheduled Actions
1. FOR STAFFS
3

22. 1.5. Configure Reminder Configuration Invoice
1. FOR STAFFS
Reminder Configuration Invoice to set the date range and mail
template for each time to send reminder.

23. 1.6. Validate Client Payment
After Client pay the invoice by PayPal, the system will automatically create Draft
Client Payment. We can go to Accounting > Client Payment > Select and Validate it.
1. FOR STAFFS
1

24. 1.6. Validate Client Payment
1. FOR STAFFS
2

25. 2.1. Check Email
2. FOR CLIENTS (PAY VIA PAYPAL IS TRUE)
1

26. 2.1. Check Email
2. FOR CLIENTS (PAY VIA PAYPAL IS TRUE)
2

27. 2.1. Check Email
2. FOR CLIENTS (PAY VIA PAYPAL IS TRUE)
3

28. 2.2. Client Payment by Paypal
2. FOR CLIENTS (PAY VIA PAYPAL IS TRUE)
1

29. 2.2. Client Payment by Paypal
2. FOR CLIENTS (PAY VIA PAYPAL IS TRUE)
2

30. 2.2. Client Payment by Paypal
2. FOR CLIENTS (PAY VIA PAYPAL IS TRUE)
3

31. 2.2. Client Payment by Paypal
2. FOR CLIENTS (PAY VIA PAYPAL IS TRUE)
4
5

32. 2. FOR CLIENTS (PAY VIA PAYPAL IS FALSE)
When Pay Via Paypal is false, the email to send to Client doesn't have the
url to click then pay by PayPal.

33. Lgal.One
Legal Practice solution for Law Firm