Payment Plans on Docketwise allow you to periodically charge your clients each month, week or day until the balance on their invoice has been paid.
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The first step to setting up a payment plan is signing up for LawPay and activating the Docketwise-LawPay integration. You can do this by clicking "Activate LawPay" from your Integration Settings page.
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Once you have an active LawPay integration, go ahead and create an invoice! You can create either a Bill or a Trust Request. Once you've created your invoice, find the "Create Payment Plan" toggle under Invoice Settings and turn it on.
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You'll be asked to provide the payment start date, payment frequency, payment amount and credit card/eCheck information. Once you've done this, create your payment plan.
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That's it! LawPay will begin charging your client periodically as you've requested until the balance on their invoice is paid.
Note: If you record a payment outside of the payment plan for an invoice while a payment plan is still active, that payment will not be reflected in the Scheduled Payments in LawPay and should be adjusted manually in LawPay accordingly.