Bill4Time: Payment Plans

With Bill4Time Payments, our new Payment Plans feature enables you to easily organize and schedule recurring, automated payments for any client

Allowing your firm to get paid even faster!

Payment Plans can be accessed from 2 different areas of the program

1.) From the Payments Tab of the top Navigation bar:

     a.) Select the “Payment Plans” sub-section.

b.) From this screen, Payment Plans for all clients can be easily created, viewed, edited, or cancelled.

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

a.) Select the “Payment Plans” sub-section.

b.) From this screen, Payment Plans for this client can be easily created, viewed, edited, or cancelled.

- plans that have been either completed or cancelled will still appear in the payment plan table -

Create a new Payment Plan:

• Click on the green “New Payment Plan” button.
• In the new modal that appears, select the specific Client (and Matter if desired), then enter the payment details such as Installment Amount & No. of Installments, as well as the plan Start Date and installment Frequency.
• Click the "Next" button, then simply select or add the client's Payment Method and the Firm Bank Account.
• Click the "Start Plan" button to save.

Edit an Existing Payment Plan:

• Click on the Payment Plan you wish to edit.
• In the modal that appears, click the "Edit" button in the bottom right corner.
• Next, make the desired adjustments to any of the following fields:
  • Matter associated with the plan
  • Description of the plan
  • Client Payment Method
  • Firm Bank Account
• Click the green "Save" button when finished.

Cancelling an Existing Payment Plan:
- Only Active Payment Plans may be cancelled. Completed plans will remain part of the plan history -

• From the plan table, identify the Payment Plan you wish to cancel.
• If the plan is currently Active, click the trash bin icon located next to it on the far right.
• A prompt will appear asking you to confirm cancellation of the plan, click "Yes".
• Once a Payment Plan has been cancelled, none of it's scheduled future installments will be charged moving forward.