RB User Guide > Connect > Publish COD Invoices

Publishing COD invoices

RB9 only

By default, COD invoices cannot be published to RB Connect. If you would like to give a client the ability to pay for a COD invoice online, you can manually publish it to RB Connect. After paying, the client can then download the associated transcript.

1. Connect > Publish COD Invoices

   TIP: Flag invoices as COD in Turn In

   Invoices are designated as COD in the New Invoice/Edit Invoice panel in Turn In. (See Adding billing information to invoices.)

2. In the Publish COD Invoices window’s Search By pane, click to see all outstanding COD invoices, or select some search parameters to narrow the results before clicking :

   • Invoice No.

     Number of an outstanding COD invoice.

   • Invoice Date From/Invoice Date To

     Date or date range of COD invoices for which you received payment. Change date range, if desired (see Date Navigator).

   • Case

     Case related to the COD invoice. See Looking up cases.

   • Bill To Firm

     Firm responsible for the COD invoice. See Looking up firms.

   • Job No.

     Job number related to the COD invoice.

   • Business Units

     Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to COD invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.

3. In the search results, check the box(es) next to the invoice(s) to select then, then click Publish to Connect >
   • Set Publish to Connect – The invoice’s Publish to Connect column will be checked, and the invoice will appear in RB Connect.
   • Clear Publish to Connect – The invoice’s Publish to Connect column will be unchecked, and the invoice will be removed from client’s RB Connect.
4. Click OK in the popup that appears when the operation is finished.

NOTE: Set up your online payment processing to work in RB9

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 > Contact – Account Activity.

Reference

• RB Connect
• COD invoices
• Date Navigator
• Lookup panel
• Business Units
• Contact – Account Activity preferences
• PayPal
• Payment gateway

Step-by-step instructions

• Adding billing information to invoices
• Looking up cases
• Looking up firms
• Setting up a PayPal business account