Create a new recurring payment plan for a client

A firm admin can set up a recurring payment plan on a client's behalf from inside that client's portal, even if the client has no portal user account of their own.

Before you start

• The plan must use a saved payment method — ACH bank transfer, credit card, or debit card. You can save one while you set up the plan, or use a method the firm has already saved in that client's portal.
• Only use a client payment method you have authorization to use.

Steps

1. Log into the Aiwyn Firm Portal.
2. Go to Clients.
3. Search for the client by name or client number.
4. In the Actions column on the far right, select the three dots, then select Client Portal View.
5. In the client portal, select the Settings tab.
6. Under Recurring Payments, select +Add a new recurring payment.
7. Enter the plan details:
   • Name
   • Amount
   • Frequency
   • Start Date
   • End Date — set it to one day after the last payment date.
   • Payment method — add the client's payment method, or select one the firm has already saved in this client's portal.
   • Receipt Recipient(s)
8. Select the checkbox confirming you are authorized to make this change.
9. Select Save Recurring Payment.

Related

• Recurring Payments Manager
• Recurring payment plan emails
• Modify a scheduled payment
• Skip a scheduled payment
• Save a client's payment method