Scheduled Payments

The easiest way to ensure payment from clients is to set up transactions in advance. Scheduled Payments allow you to maximize cash flow by guaranteeing your invoices get paid on time. All payment data is securely stored in our system, and our Account Updater helps ensure stored card details are always up to date—keeping your data safe and your revenue stream flowing.

Reap the benefits of reliable, on-time payments


After an easy one-time setup, watch payments roll in automatically—and stop chasing after invoices.


Plan ahead by scheduling a one-time payment or set up recurring charges for one or more clients.


Stored cards used for scheduled payments are automatically updated when the card expires or is reported as lost/stolen.

How It Works

Schedule payments in three easy steps

See how scheduling payments can help you maximize your cash flow and stay compliant in just three easy steps.

Step 1: Schedule

Set up a Scheduled Payment in seconds

Just enter a client’s credit card information, the amount you want to charge, and at what frequency. You can plan a one-time charge or schedule charges to repeat indefinitely or until your client has paid a specific amount.

Step 2: Track Payments

Easily check payment status and project cash flow

You can view all your scheduled payments from the Schedule tab and see when your next payment is expected. You can even filter by active or completed payments to view your projected cash flow and make reconciliation a breeze.

Step 3: Get Paid

Watch payments effortlessly come in

Sit back and let payments roll in. When transactions run automatically, you can spend less time chasing after unpaid invoices and focus more of your time on serving your clients and working billable hours.

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Join over 150,000 lawyers who have transformed the way they invoice, accept payments, and manage their practice.