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Payments

How to manage Payments and assign to Clients. Payments can be one-time or recurring.

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How to Create a One-off Payment Request for a client

Last Updated 4 months ago

Use eCourtDateā€™s Payment Reminder to Quickly Send One-off Payment Requests and Notify Clients of Their Payment Obligations.

How to Setup a Pay Link

Last Updated 4 months ago

Create a pay link and quickly start accepting payments online with an accessible and multilingual portal.

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How to Send a Gift Card

Last Updated 5 months ago

Instantly purchase gift cards from leading retailers and marketplaces. Send gift card redemption details to any recipient.

How to Send a Gift Card Featured Image

How to Setup a Payment Portal

Last Updated 5 months ago

Launch a multilingual, accessible, and secure payment portal with configurable payment options.

How to Setup a Payment Portal Featured Image

How to Setup Payout Accounts

Last Updated 5 months ago

Set up a payout account to transfer completed card and ACH payments to a US bank account of your choice.

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How to Add Clients to Recurring Payment Requests

Last Updated 6 months ago

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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How to Setup up Auto/Flow Messages With Predefined Templates for Payment Reminders

Last Updated 6 months ago

Creating Auto/Flow Messages With Predefined Templates for Payment Reminders Allows You to Automate Communication and Actions Related to Payment Events.

How to Setup up Auto/Flow Messages With Predefined Templates for Payment Reminders Featured Image

How to Link a Payment Portal to Payment Flow

Last Updated 6 months ago

Linking a payment portal to a payment flow in eCourtDate enables automated payment-related reminders and secure payment collection.

How to Link a Payment Portal to Payment Flow Featured Image

How to Receive Payments Without Creating the Payment Obligations

Last Updated 6 months ago

Receiving payments without creating payment obligations allows you to efficiently collect payments for legal services or fees without immediately associating them with specific cases, providing flexibility in your client management.

How to Remind Clients About Outstanding Payment Obligations through Uploads

Last Updated 6 months ago

Expedite client payments by using payment uploads to notify them of their outstanding payment obligations promptly.

How to Setup Recurring Payment Requests

Last Updated 7 months ago

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

How to Create a Payment Request from the Client Profile

Last Updated 7 months ago

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

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