Bill4Time: Payment Plans

Bill4Time Payments now includes our new Payment Plans feature, making it simple to organize and schedule recurring, automated payments for any client — helping your firm get paid faster!

You can access Payment Plans from two areas within the program:

1. From the Payments tab in the top navigation bar:

    a) Click on the “Payment Plans” sub-section.
    b) From here, you can easily create, view, edit, or cancel Payment Plans for any client.

2. From a Client Profile under the Payments sub-tab:

    a) Navigate to the “Payment Plans” sub-section.
    b) From this screen, you can easily create, view, edit, or cancel Payment Plans specific to this client.

Note: Payment Plans that have been completed or canceled will still appear in the Payment Plan table for your reference.

To create a new Payment Plan:

1. Click the green “New Payment Plan” button.

2. In the modal that appears, select the appropriate Client (and Matter, if applicable).

3. Enter the payment details, including the Installment Amount, Number of Installments, Start Date, and Installment Frequency.

4. Click “Next”, then choose or add the client’s Payment Method and the Firm Bank Account.

5. Click “Start Plan” to finalize and save the Payment Plan.

To edit an existing Payment Plan:

1. Click on the Payment Plan you want to update.

2. In the modal that appears, select the “Edit” button in the bottom right corner.

3. Make any necessary changes to the following fields:
       - Associated Matter
       - Description of the plan
       - Client Payment Method
       - Firm Bank Account

4. Click the green “Save” button to apply your changes.

To cancel an existing Payment Plan:
Note: Only Active Payment Plans can be canceled. Completed plans will remain in the plan history for reference.

1. In the plan table, locate the Payment Plan you want to cancel.

2. If the plan is marked as Active, click the trash bin icon on the far right.

3. A confirmation prompt will appear — click “Yes” to proceed.

4. Once canceled, no future scheduled installments under that plan will be processed.