Bill4Time Payments: Add New Bank Account for Online Payments

With Bill4Time Payments, your firm can connect multiple bank accounts in order to receive online payments! Adding a new bank account is a quick and easy process, simply follow the steps below in order to add OR change your currently connected bank account.

NOTE: If a change in your currently connected default bank account is needed, please contact our Customer Support Team after completing the following steps to advise. 

1. At the top of your screen, click on your name and select "Settings" from the dropdown menu.
2. From here, click into the "Bank Management" tab.
3. Click the green "Add Account" button on the right side of the screen.
   
   
   
4. In the modal that appears, select the account type (Operating or Trust) and fill in all required fields.
   PLEASE NOTE: IOLTA Trust Accounts are only available for firms on the Legal Pro subscription plan
   
5. Next, click the "Upload Voided Check" hyperlinked verbiage in order to add an image of either a voided check, bank statement, or bank validation letter. (one of these documents is required for connection for online payment) 
6. Once finished, click the "Save Account" button.

• Please allow 7-10 business days for the new account to be approved and ready to receive online payments.
• A member of our Payments Compliance Dept. may contact you with further questions before approving the newly added account.
• Only one "default" operating account can be linked to invoices at a time. If multiple Operating Accounts are connected, you may request that the new account be designated as the Default Account.