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’.
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.
4. Select one of the following payment terms.
Option 1: Enter specified number of payments.
Option 2: Charge monthly amount until I manually stop the plan or the matter is closed.