Overview
Use Auto-Pay to automate recurring, postable payments directly against your connected matter management software.
Prerequisites: Before you begin, ensure you have a Payer with a saved payment method and an active Connect association.
Setup Instructions
Navigate to Payers.
Locate your saved Payer and click Edit.
Select the Connect tab, then click Associations.
Review existing associations; update or add new ones if necessary.
Scroll down to the Auto-Pays section and click + to add a new schedule.
Configure the Schedule:
Payment Method: Choose from the Payer's saved methods.
Name: Create a unique name for this schedule.
Bank Account: Select the account to be debited.
A/R Message: Customize the message (optional).
Frequency & Start Date: Choose how often and when the first query runs.
Payment Logic:
Decide if the system should pay off all outstanding invoices or pay only up to a certain amount per run.
Click Save and Manage Enrollments.
Select the check box next to the association(s) to be enrolled in this schedule.
Click Enroll and Save, then click Save once more to finalize the schedule.
How it Works
Payment Order: Invoices are paid from oldest to newest until the specified amount is reached.
Balance Calculation: The system queries the outstanding balance for each enrolled association and subtracts any existing posting payment records.
Duration:
Client/Matter Level: Schedules run for up to one year unless manually disabled. New invoices for these clients/matters are automatically slotted for payment.
Invoice Level: Functions as a specific payment plan and stops automatically once that invoice is paid in full.
Pro-Tip
To stay informed on transaction status, it is highly recommended to enable the "Error-Failed AutoPay" alert in your notifications settings.