How to Setup Recurring Payment Requests

Recurring Payment Requests Allow Automatic Payment Collections to Streamline Billing for Ongoing Legal Services or Fees.

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Last updated 7 months ago

How to Setup Recurring Payment Requests

Recurring Payment Requests Allow Automatic Payment Collections to Streamline Billing for Ongoing Legal Services or Fees.

Why Setup Recurring Payment Requests?

Configuring recurring payments on eCourtDate enables you to automate and manage regular payment transactions, ensuring consistent billing for ongoing legal services or fees.

Prerequisites

Setting up Recurring Payments requires:
1. Set up auto/flow messages related to payment reminders. Click here to learn how to create auto/flow messages related to payment reminders
2. Link a Payment portal. Click here to learn how to create a payment portal.

How to Setup Recurring Payment Requests

Step 1) Click on Payments from the top navigation, then the Recurring Payments tab.

Recurring payments tab

Step 2) Complete the Add Recurring Template form and click on Save.

  • Provide a name for your template to identify it quickly.
  • Set a default payment amount.
  • Add a frequency 

Add ticket template form

Step 3) Click the recurring payment you created to configure the settings.

recurring payment template form

edit recurring payment form

What to Expect

After saving, you should expect to see the recurring payment created with the latest changes. 

Frequently Asked Questions

Question: Can I set up different recurring payment amounts for different clients?
 Answer: You can customize recurring payment amounts for individual clients based on their specific legal services or fee agreements.

Question: Can I link clients to recurring payment requests?
Answer: You can link clients to recurring payments. Click here to learn how to link clients to recurring payment requests.

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