Nagaris can invoice your clients and collect payment for you — by direct debit from a bank account, by credit or debit card, or by the client paying into a unique account that reconciles automatically. This article covers the one-off firm setup.
Billing must be enabled for your organisation. If you don't see a Billing group in the sidebar or a Billing option under Settings, contact support to turn it on for your firm.
Open the Settings menu at the bottom of the sidebar and choose Billing. The page contains four cards: Billing & Payments, Transaction Fees, Payout Account and (when Xero is connected) Xero Accounting Settings.
Once billing is enabled, a Billing group also appears in the sidebar with three pages:
Invoices – track all client invoices and their payment status.
Payments – manage upcoming and recurring payments from client payment plans.
Payouts – track fund transfers to your organisation's bank account.
Each client also gets a Billing tab on their client page.
On the Billing & Payments card (Accept payments from your clients) switch on Enable client payments. A status badge on the card shows Off, Pending or Active.
Before you can accept payments, your business must pass identity verification. If it hasn't been verified yet, the card shows an Identity verification required notice — Before you can accept payments, we need to verify your business. This takes a few minutes to complete and is typically verified within a few business days. — with a Complete Verification button. Once client payments are enabled they can't be switched off from this page.
Under Accept Payments on the same card there are two switches:
Credit Card – Visa, Mastercard, Amex.
Direct Debit – Australian bank accounts.
These are firm-wide defaults. Each proposal also has its own Accept credit / debit card payments and Accept direct debit payments switches in the Proposal Builder, but a method can only be offered on a proposal if it is enabled for the organisation here.
You can also set a Direct Debit Remitter Name. This name appears (followed by Nagaris) on your clients' bank statements, including on the small verification deposit used to verify bank accounts.
On the Transaction Fees card, under Who pays the credit card transaction fees?, the card shows your firm's fee rate (Credit card payments incur a X% + $Y fee.) and offers two options:
We absorb the fees – fees are deducted from your payout; the client pays the invoice amount only.
Client pays the fees – a surcharge is added to card payments; you receive the full invoice amount.
See How client payments and fees work for the details of how fees are calculated and shown to clients.
On the Payout Account card click Add Payout Account and enter the BSB, account number and account name of the bank account that should receive your money. Client payments are automatically deposited to this account.
The account must be verified before payouts flow smoothly:
Click Start Verification. Nagaris sends a small deposit (1–9 cents) to the account.
Check the account's internet banking for a transaction from your remitter name followed by Nagaris, containing a 6-character code (for example 7C5E33).
Enter the code in the Verification Code field and click Verify Bank Account.
You can also choose Skip Verification if appropriate. Use the card's menu to Replace Account or Delete the payout account later.
If your firm is connected to Xero, complete the Xero Accounting Settings card so invoices and payments post to the right accounts and each client sees the correct invoice template. See Setting up Xero accounts and invoice templates for billing for a full walkthrough.
Enabling client payments creates your organisation's virtual account (ledger) behind the scenes; the Billing & Payments card badge shows Pending until it becomes active.
The Transaction Fees and Payout Account cards only appear after client payments have been enabled.
