How to Create a Payment Request from the Client Profile

Creating a Payment Request From the Client Profile Allows Users to Create and Manage Client Payments directly from the Client Profile on eCourtDate.

  1. Home
  2. Payments
  3. How to Create a Payment Request from the Client Profile
Last updated 7 months ago

How to Create a Payment Request from the Client Profile

Creating a Payment Request From the Client Profile Allows Users to Create and Manage Client Payments directly from the Client Profile on eCourtDate.

Why Create a Payment Request from the Client Profile?

Creating a payment request from the client profile allows you to initiate and manage payment transactions seamlessly on eCourtDate.

Prerequisites

Creating a Payment Request from the Client Profile requires

1. The client to be created. Click here to learn How to Create a Client Manually.
2. A payment-related flow or auto message should already exist. 
3. A payment portal should already exist.

How to Create a Payment Request from the Client Profile

Step 1) Click on Global Search from the top navigation to search for your client.

Al Capone global search bar

Step 2) Click on the Payments tab on the client overview screen.

client overview screen payments tab

Step 3) Enter the Payment Amount and Reference and click on Save.

payment for client from profile overview

What to Expect

After saving, you will see the created payment. You can easily view and update payment requests.

Frequently Asked Questions

Question: Can I delete or archive a payment request?
Answer: You can delete or archive payments by clicking the tools button and then archive or delete.

Get Help from the eCourtDate Team

Schedule a Virtual Meeting