Overview
Auto-Pay allows you to set up recurring, postable payments that sync directly with your connected matter management software. This ensures your invoices are paid automatically while maintaining accurate records in your primary billing system.
Prerequisites
Before setting up Auto-Pay, ensure you have:
A Payer with a saved payment method.
An active Connect Association for that Payer.
How to Set Up Auto-Pay
Navigate to Payers in the left navigation bar.
Locate your saved Payer and click the Edit (pen) icon.
Select the Connect tab, then click Associations.
Review current associations; update or add new ones if necessary.
Scroll down to the Auto-Pays section and click the + button to add a new schedule.
Configure the Schedule:
Payment Method: Select a card or bank account from the Payer’s saved list.
Name: Create a unique name for this specific schedule.
Bank Account: Choose which of your bank accounts should receive the funds.
A/R Message: Customize the memo line (optional).
Frequency & Start Date: Choose how often the payment runs and the date of the first query.
Define Payment Logic: Choose whether the system should:
Pay off all outstanding invoices each time.
Pay up to a certain amount each time.
Enrollment: Click Save and Manage Enrollments. Check the boxes next to the specific associations (Clients, Matters, or Invoices) that should be included in this schedule.
Finalize: Click Enroll and Save, then click Save on the main schedule page.
How it Works
Payment Priority: Invoices are paid from oldest to newest until the specified amount is met.
Balance Accuracy: The system determines the amount to pay by querying the outstanding balance of each invoice and subtracting any existing posting records. You are responsible for ensuring balances are accurate in your connected environment.
Schedule Duration: If set at the Client or Matter level, the schedule runs for up to one year unless manually turned off. New invoices added to that Client or Matter will automatically be slotted for payment.
Payment Plans: If an association is set to a specific Invoice Number, the schedule will stop automatically once that specific invoice is paid in full.
Managing Postings
All Auto-Pay transactions generate posting records. These can be reviewed and managed in the Manage Postings section of your Connect module.
Pro Tip: If you use Auto-Pay, we highly recommend enabling the "Error-Failed AutoPay" alert in your Notifications settings to stay informed of any processing issues.