RM Trust: How to set up an automated recurring billing plan.
1. Navigate to the matter you wish to establish a recurring billing plan for.
2. While in the matter, click on ‘Matter Payments’ in the left-hand navigation panel. Next, select the ‘Recurring Billing’ option and click ‘next step’.
![](https://media.screensteps.com/image_assets/assets/002/929/132/original/6ce3731e-24da-4334-aa72-3b1e01c1a0a5.png)
3. Enter plan details: the Dollar amount, date of the first payment, and the contact name for to whom should receive payment failure email recipients.
![](https://media.screensteps.com/image_assets/assets/000/489/915/original/c3d02b18-8b6c-4404-a19f-508a342ad2bb.png)
4. Select one of the following payment terms.
Option 1: Enter specified number of payments.
![](https://media.screensteps.com/image_assets/assets/000/489/923/original/41af2d08-345c-4833-8701-1173aed3ee4e.png)
Option 2: Charge monthly amount until I manually stop the plan or the matter is closed.
![](https://media.screensteps.com/image_assets/assets/000/489/913/original/221877a1-1111-4207-a0b9-0cbae9ea7431.png)
5. Enter automatic billing if you’d like to utilize this option and enter automatic billing credit card information.
![](https://media.screensteps.com/image_assets/assets/000/489/917/original/ce4d1c6e-173d-4c57-a3b0-921d2569a322.png)
6. Click 'next' and select the trust account you want to use from the drop-down. Verify the recipient email or add another email and click on ‘Review Plan’.
![](https://media.screensteps.com/image_assets/assets/002/929/133/original/847cc992-8c28-4ecc-b77f-8feae4572d3a.png)
7. To begin recurring billing click 'Start Plan'.
![](https://media.screensteps.com/image_assets/assets/002/929/135/original/6385d588-9032-48ce-9298-6f0d4e7bd610.png)