Auto Pay makes it simple for matters to stay on track with installment payments by automatically charging their payment method on each scheduled due date. This article explains how auto pay works, how matters can enable it, and how firms can manage it.
Enabling Auto Pay
When a matter receives an invoice with an installment plan, they will see a checkbox at the bottom of the payment page:
☑ Sign up for auto pay
If the matter selects this option while paying the invoice, their payment method will be stored and used for future installment payments on that invoice.
The matter must pay at least the minimum payment amount in order to activate auto pay.
If the minimum amount is not met, the matter will not be able to turn on auto pay.
Once enabled, the matter will see a confirmation message on the payment success page: “Auto pay successfully scheduled.”
How Auto Pay Works
Auto charges are attempted at 9:00 AM PT on each installment due date.
If the payment still fails, the invoice will remain unpaid. At this point:
Firm users can manually process a payment using the stored payment method or a one time payment method.
Firm users can also request new payment information, which resends the invoice link to the matter. The matter will need to make the minimum payment again to re-activate auto pay.
Paused Auto Pay
If an installment has a due date in the past (e.g., from a failed payment, refund, or other adjustment), auto pay will pause until the invoice is brought up to date.
Canceling Auto Pay
Firms can cancel auto pay for a specific invoice at any time:
From the invoice table, click the three-dot menu on an installment invoice with auto pay enabled.
Select Cancel Auto Pay.
Confirm the action.
Canceling auto pay will:
Remove the stored payment method.
Stop all future scheduled charges.
Leave the installment plan itself active (payments must be made manually moving forward).
Identifying Invoices with Auto Pay
In the invoice table, installment invoices with a stored payment method will display with a green credit card icon, making it easy to see which invoices are enrolled in auto pay at a glance.
Key Points to Remember
Auto pay is enabled per invoice (not across all invoices for a matter).
Matters must make the minimum payment to activate auto pay.
Firms can cancel auto pay or request updated payment info at any time.
Matters still receive installment reminders, which will note when a payment is due.