Overview
Payment Schedules allow you to automate your billing by setting a defined frequency for charging customers.
You can choose between two flexible models:
Single Payer Schedule: A custom plan created directly within an individual's record.
Multi-Payer Schedule: A master template used to enroll multiple clients into the same payment plan.
NOTE: You cannot change a schedule’s amount or frequency once the first payment has processed. To make changes, you must deactivate the existing schedule and create a new one.
Creating a Single Payer Schedule
Best for custom, one-off payment plans for a specific individual.
Navigate to Payers in the left navigation bar.
Locate the payer and click the blue pencil icon to edit.
Select the Payment Schedule tab and click + to add a new schedule.
Configure Details:
Select the Payment Method and Merchant Account.
Optional: Enable Send Reminder Email to notify the payer 2 days before each charge.
Build the Schedule:
Individual Amount: You set the price per occurrence; the system calculates the total.
Lump Sum: You set the grand total; the system calculates the payment amounts.
Set Frequency: Choose from Daily, Weekly, Biweekly, Monthly, Quarterly, Semi-Annual, Annual, or a one-time "Single" payment.
Finalize: Enter the subtotal, number of occurrences (or check In Perpetuity), and the First Payment date. Click Save.
Creating a Multi-Payer Schedule
Best for firm-wide payment plans that apply to several clients at once.
Navigate to Payment Schedules in the left navigation bar.
Click + to Create a New Schedule.
Name your schedule and select the correct Merchant Account.
Important: Ensure the Single Payer Schedule box is unchecked to allow multiple enrollments.
Build the Schedule: Choose your calculation method (Individual vs. Lump Sum) and frequency as detailed above.
Enroll Payers:
Click Save and Manage Payers.
Check the boxes for the payers you wish to add.
Click Review, then Confirm, and finally Save.
Note: You must click both Confirm and Save for the enrollment to take effect.
Troubleshooting & Alerts
If a scheduled payment declines, the system will generate an Alert in the top-right corner of your dashboard.
Declines: The schedule will continue to attempt future payments as planned.
Resolution: You must manually resubmit any specific payment that was declined.