All editions can use the Online Payment feature. This is an option for the $ monthly subscription.
Before you start: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Online payment via the JurisZone, a secure interface, is a user-friendly solution to enable share recipients to pay their bills efficiently.
Why it's useful ? |
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1. Linking Web solutions
The firm must be subscribed to JurisÉvolution - Online Payment. Configuration is performed via the Acceo Transphere© tile in the Admin tab of the database.
2. Creating the recipient's user account
The share recipient must have a JurisZone account. By default, a recipient without JurisZone access does not see the shared summary.
Before using this feature with your customers, it's important to make sure you've taken the necessary steps to create an account.
There are two options for activating access to the JURISZONE before sharing the summary and paying invoices:
Sharing an invoice for the 1st time OR
Sharing an empty zone for the 1st time
This will start the account creation process for the new recipient, who will receive an e-mail with an account creation link.
3. Financial summary sharing configuration
The configuration can be made in the matter preferences by activating the sharing of the financial summary (checkbox).
Subsequently, when an invoice is accepted, a notification e-mail is sent to the recipient if the JurisZone Notification box is checked.
4. Invoice payment & Financial history
Users access a secure portal via the JurisZone, where they can pay their invoices with complete peace of mind and consult the financial history of their matters. This system guarantees the confidentiality and security of transactions.
Payment history is available in the "Financial summary" tab, providing a clear, organized view of all transactions. This facilitates financial control, and enables a rapid response to any questions or verification requirements.
Tab - List of invoices to be paid
Visualization
Payment
Tab - Financial history
Invoices, payments, credits, etc. (excluding cancelled invoices)
5. Payment confirmation
As soon as a payment is processed/accepted, a confirmation e-mail is automatically sent to the payer, in addition to displaying the payment acceptance in a pop-up window. (If the payment is declined, a pop-up message will also appear).
This notification immediately reassures the payer by providing proof of payment.
6. Automated collection in JurisÉvolution
Once the payment has been validated, the system automatically updates the JurisÉvolution database, where the payment is recorded as collected.
This guarantees fast, accurate, human-free updating of the financial information linked to the matter.
