Create a new recurring payment plan for a client

Summary

You can set up a recurring payment plan in any Client Portal for a specific client account by following the steps in this article.

Included in this article:

• Saved payment method
• Steps to set up a new recurring payment plan
• Email notifications

Saved payment method

When setting up the recurring payment plan, you must use a saved payment method (bank transfer, credit card, or debit card), which can be set up at the same time as the recurring payment.

Steps to set up a new recurring payment plan

To create a new recurring payment plan for any client (even if they do not have a payment portal user account), a firm admin can do the following:

1. Log into the Aiwyn Firm Portal
2. Go to the Clients section
3. Find the client by entering their client name or client number in the search bar
4. Under the Actions column on the far right, select the three small dots and select "Client Portal View"
5. Once in the Client Portal, select the Settings tab along the top menu
6. Under Recurring Payments section, select "+Add a new recurring payment"
7. Enter the following details for the new recurring payment plan:
   1. Name
   2. Amount
   3. Frequency
   4. Start Date
   5. End Date (PRO TIP: Choose one day after the last date of payment)
   6. Add a new payment method using the client's payment method you have authorization to use OR use an existing saved payment method the Firm has previously saved in this Client's portal
   7. Receipt Recipient(s)
8. Select the checkbox to confirm you are authorized to make this change

9. Select "Save Recurring Payment" button

    

Email notifications

When a firm admin creates a new recurring payment plan, an email notification is sent to:

• The firm user who made the change (see Figure 1 below)
• The client billing contact(s) OR the payment portal user(s) linked to the Client account that the recurring payment is made on behalf of (see Figure 2 below)
• If the same person matches more than one criteria above, they only receive one copy of the notification email.

Figure 1: Email notification sent to Firm Admin after they have created a new Recurring Payment Plan for a Client

Figure 2: Email notification sent to Client(s) after a firm admin creates a new Recurring Payment Plan on their behalf

Additional resources

• Recurring payments manager
• Modify or skip a single recurring payment