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:
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Click the green “New Payment Plan” button.
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In the modal that appears, select the appropriate Client (and Matter, if applicable).
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Enter the payment details, including the Installment Amount, Number of Installments, Start Date, and Installment Frequency.
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Click “Next”, then choose or add the client’s Payment Method and the Firm Bank Account.
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Click “Start Plan” to finalize and save the Payment Plan.
To edit an existing Payment Plan:
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Click on the Payment Plan you want to update.
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In the modal that appears, select the “Edit” button in the bottom right corner.
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Make any necessary changes to the following fields:
- Associated Matter
- Description of the plan
- Client Payment Method
- Firm Bank Account -
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.
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In the plan table, locate the Payment Plan you want to cancel.
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If the plan is marked as Active, click the trash bin icon on the far right.
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A confirmation prompt will appear — click “Yes” to proceed.
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Once canceled, no future scheduled installments under that plan will be processed.
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