Overview
The most efficient way to ensure consistent revenue is to set up transactions in advance. Scheduled Payments in ClientPay allow you to automate future billing, maximizing your firm's cash flow without manual monthly outreach.
🏗️ Getting Started: Basic Info
Before selecting a frequency, you must define the destination and recipient:
Destination Account: Select the specific processing account for these funds. If you only have one, it is selected by default.
Client Information: Enter the client’s email address to ensure they receive automated receipts.
Description: Add a schedule description (e.g., "Monthly Retainer - Smith Matter") for easier internal tracking.
📅 Step 1: Choose Your Recurrence
ClientPay offers five flexible frequency models:
Option | How it Works |
One Time | Set a specific amount and a single future date for a one-off payment. |
Weekly | Define the interval (e.g., every "2" weeks for bi-weekly). The "First Charge On" date sets the day of the week. |
Twice a Month | Pick two specific dates (e.g., the 1st and the 15th, or the 15th and the Last Day of the Month). |
Monthly | The default setting. Charges occur once per month on your chosen calendar date. |
Yearly | Set a start date and the charge will repeat annually on that same date. |
🛑 Step 2: Define the "End" Criteria
You have full control over when a payment schedule stops. Choose one of the following:
When Canceled: The schedule runs indefinitely until you manually stop it.
Number of Occurrences: Ends automatically after a specific number of attempts (e.g., 12 payments).
On Specific Date: The schedule expires on a hard calendar date.
When Amount Reaches: The schedule stops once a specific total dollar amount has been collected.
Pro Tip: Use the "When Amount Reaches" option for flat-fee cases to ensure you never over-bill a client once their balance is cleared.