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.
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
Step 3) Click the recurring payment you created to configure the settings.
- Specify the start and end dates for your recurring payment.
- Include a flow and location for your clients to access additional information.
- Add a payment portal for clients to pay easily. Click here to learn how to create a payment portal.
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.