About the ePay Feature

If your firm licenses Practice, your firm can accept electronic payments from clients using the ePay feature. When your firm publishes an invoice to a client portal, a Pay Now link is visible next to the invoice in the portal file list. You can also add payment links to your invoice emails and invoice templates. Your clients can click any of these links to submit their payments.

Payments submitted via ePay are automatically added as a transaction in Accounts Receivable. There is no need to enter the information manually or import the transaction information. The payment is automatically distributed, but not posted, so you can change the distributions if needed.

Note: Clients can submit payments of any amount using a Pay Now link, including partial payments and payments that exceed the balance due. Payments are distributed according to the distribution preferences set by your firm.

The steps for setting up and using ePay are as follows:

  1. Create a merchant account with a payment services provider (PSP). CCH Axcess integrates with CPACharge, an AffiniPay solution; Braintree, a PayPal service; and BitPay, a Bitcoin payment provider.
  2. Configure ePay options in CCH Axcess. This step allows you to connect your PSP merchant account to CCH Axcess and customize your payment page.
  3. Configure ePay options in your invoice templates. This step allows you to insert payment links that your clients can use to make payments. The payment links can be added in invoice headers, footers, or paragraphs.
  4. Configure your invoice mapping options, including selecting the option to publish files to Portal. The invoice mapping options determine where in Document the invoice is stored. If you select the option to publish to Portal, the client will also receive the invoice in their portal.
  5. Select the client option to send a copy of invoices to Document. You can set this option for individual clients, or use the Update Multiple option to select this option for all clients of the same client type at one time.
  6. Print invoices, selecting the option to send files to Document. Once the files are in Document, you can publish them to client portals. Your clients can submit payments from their portals.
  7. Review and post the payments in Accounts Receivable. Filter the Transactions grid for "ePay" in the Payment Method field to find electronic payments. If needed, change the automatic distributions before posting the payments.