If you allow clients to make payments via RB Connect<\/a>\u00a0and RB Connect Mobile<\/a>\u00a0(RBCM),\u00a0your COD\u00a0clients can also use them to pay invoices before downloading transcripts<\/strong> online and on smartphones and other mobile devices.<\/p>\n COD (Cash on Delivery) clients are handled differently from other clients. Traditionally COD invoices require the client to pay the invoice when presented \u2014 typically along with the items listed on the invoice. Often agencies have difficulty getting paid by COD clients because they are not regular clients. By offering COD clients the option to pay online or via mobile you guarantee you get paid before they can access the transcript \u2014 and they can get their transcripts as soon as the transcripts are ready.<\/p>\n Because RB does not regard COD invoices as sales they are not posted. (CODs are handled differently than sales to avoid overstating revenue and to minimize the number of voids that would occur to clear uncollectible CODs from your accounts receivable.) Since COD invoices are not posted, as a default they do not appear in RB Connect\/RBCM. Use the Publish COD Invoices function to allow clients to pay for and download transcripts that were billed COD.<\/p>\n To give clients the ability to pay for COD invoices online you manually publish them to RB Connect in the Publish COD Invoices function. (When you publish an invoice to RB Connect it will also appear in the client\u2019s RBCM if you offer that service.) The default view in Publish COD Invoices shows all outstanding COD invoices. (Invoices are designated as COD in Turn In<\/a>.) For any invoice listed you can see at a glance:<\/p>\n You can narrow the list to invoices generated within a range of dates, a single invoice number, job number, case, Bill To firm, and\/or one or more of your business units. You can sort the list by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the list as an Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, print, share, or use in other applications.<\/p>\n From the list you can choose which invoices to publish to RB Connect. You can also select invoices that have already been published and unpublish them so that they no longer appear in clients\u2019 RB Connect\/RBCM.<\/p>\n Before your clients can pay invoices online in RB9 you must set up a business\/merchant account with PayPal or one of the other accepted online payment processing services, then enter your credentials in Connect Preferences<\/a>.<\/p>\n The default setting for RB Connect is no online payments. If you want to offer online payment of invoices including COD invoices through RB Connect, you must first set up an account with one of these services:<\/p>\n PayPal is easy to set up and integrate with RB9 and is a good choice if your clients have their own PayPal accounts. The other options are payment gateways \u2014 their benefit is that your clients do not have to have accounts with them to make payments through them.<\/p>\n In addition to setting up a merchant account and entering your credentials into RB9 you must choose which users are alerted in RB9 when a contact makes a payment online. You can also customize the email subject and message for payment receipt notices to clients.<\/p>\n NOTE: This is an RB9 Standard-only function. It is not included in RB9 Lite.<\/em><\/p>\n TL;DR:\u00a0Because CODs are handled differently from sales, you must manually publish COD invoices to RB Connect so COD clients can pay online, then immediately download their transcripts.<\/strong><\/p>\n Bill To Contact:\u00a0<\/strong>The contact responsible for paying the invoice for a job.<\/p>\n Bill To Firm:<\/strong> The firm responsible for paying the invoice for a job.<\/p>\n Business Unit (BU):<\/strong>\u00a0One of your company\u2019s revenue centers or any\u00a0entity in your business that you want to track separately.<\/p>\n Job:<\/strong> Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources. More ><\/a><\/p>\n RB Connect:<\/b> Online repository, calendar, and access to your office for clients and resources. More ><\/a><\/p>\n RB Connect Mobile:\u00a0<\/strong>Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices. More ><\/a><\/p>\n Sold To Contact:<\/strong> Contact that ordered the services on the invoice.<\/p>\n Sold To Firm:<\/strong> Firm that ordered the services on the invoice.<\/p>\n Users:<\/strong>\u00a0You and your staff who directly access RB.<\/p>\n","protected":false},"excerpt":{"rendered":" Because CODs are handled differently from sales, you manually publish COD invoices to RB Connect\/RB Connect Mobile so COD clients can pay online, then immediately download their transcripts …<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[33,39,226],"tags":[34,250,228,136,35,3],"class_list":["post-274","post","type-post","status-publish","format-standard","hentry","category-connect","category-function","category-lesson","tag-connect","tag-email-second-round","tag-emailed-lesson","tag-publish-cod-invoices","tag-rb-connect","tag-rb9-standard"],"_links":{"self":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/274","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/comments?post=274"}],"version-history":[{"count":0,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/274\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/media?parent=274"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/categories?post=274"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/tags?post=274"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}CODs are handled differently<\/h2>\n
Manually publish CODs online<\/h2>\n
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Set up for online payment first<\/h2>\n
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RB9 concepts in this lesson<\/h4>\n