Overview
Scheduled Payments allow you and your firm to maximize cash flow by setting up future payments to recur automatically. This guarantees that your invoices get paid on time.
Additionally, Scheduled Payments now include enhanced search and filtering, along with an updated management screen designed for high-volume schedules. Payer name visibility and improved filtering make it easier to quickly find and manage recurring charges.
(Below is a screenshot of the Scheduled Payments page for staff members with Scheduled Payments permission.)
💡 Traditional Scheduled Payments vs. Client Financing (Pay Later)
While creating a manual recurring schedule splits your client's balance into manageable pieces, it also delays your firm’s incoming cash flow and forces you to carry the collection risk over several months.
Before setting up a recurring schedule, consider using Client Financing (Pay Later) instead:
Instant Funding: Your firm is funded 100% of the legal fees upfront (typically within 5 business days).
Zero Risk: If the client defaults on their lending terms later on, your firm retains the full upfront payment.
Client Flexibility: Your client still receives the exact multi-month installment flexibility they need, managed seamlessly through an automated lending provider.
Creating Scheduled Payments
To create a Scheduled Payments:
Select the Quick Action icon.
Click Schedule Payment.
Add Schedule Details.
Note: All Schedule Payment fields are required.Select Contact.
Select the bank account funds will be Deposit Into.
Add the Amount.
Add Frequency.
Add the date that the First Charge occurs.
Add the Duration.
Add Payment method for this schedule.
Add Credit Card or eCheck information.
Click Create Schedule.
Schedule created Successfully screen appears.
Editing Scheduled Payments
Note: The contact and deposit account cannot be changed once a schedule has been created.
To Edit a Scheduled Payment:
Navigate to the Transactions tab.
Then, select the Scheduled Payments sub-tab.
Find the scheduled payment you want to edit in the table and click View.
Click Edit on the Scheduled Payments Tab.
Edit the Scheduled Payment information.
Click Save Changes.
