How to Add Clients to Recurring Payment Requests

Including clients in recurring payment requests on eCourtDate allows you to facilitate automated billing for ongoing legal services or fees, ensuring a consistent and hassle-free payment process.

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Last updated 5 months ago

How to Add Clients to Recurring Payment Requests

Including clients in recurring payment requests on eCourtDate allows you to facilitate automated billing for ongoing legal services or fees, ensuring a consistent and hassle-free payment process.

Why Add Clients to Recurring Payment Requests?

Adding clients to recurring payment requests on eCourtDate can simplify billing for ongoing legal services or fees, ensuring an automated and consistent payment process that benefits clients and your agency.

Prerequisites

Including clients in recurring payment requests requires:
1.  The client must be added to the system. Click here to learn How to Create Clients Manually.
2. Flow or Auto Message should be added with payment-related triggers. Click here to learn how to create a payment related triggers
3. Link a Payment portal. Click here to learn how to create a payment portal.
4. The recurring payment to exist. Click here to learn how to create a recurring payment.

How to Add Clients to Recurring Payment Requests

Step 1) Click on Payments from the top navigation. Click here to learn how to setup a recurring payment request.

Step 2) Click on the Payment you want to link to the client.

recurring payment template form

Step 3) Enter the client name and click on Search Clients.

  • Click the desired client from the drop-down list.

link client to a recurring payment

Step 4) Add a start and end date for your payment, then click Add. 

recurring client payment form

What to Expect

After saving, you should expect to see the recurring payment linked and the client added under the payment. 

created recurring payment

Frequently Asked Questions

Question: Can I customize recurring payment amounts for individual clients?
Answer: Yes, you can tailor recurring payments to suit the needs and agreements of each client, allowing for flexibility in payment amounts and frequencies.

Question: Can clients opt out of recurring payment plans?
Answer: Clients can opt out anytime using the opt-out keywords. Users can opt back in clients. Click Here to learn how to opt-out/in clients manually.

Question: Can I edit the details of a client's recurring payment request?
Answer: You can edit the details of a client's recurring payment request by accessing the "Recurring Payments" section and modifying the relevant information.

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