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#Bill4time close matter pro#

Request Client or Project ID’s to help Link2Pay in finding an exact match to log your payment.Ħ) Lastly, click “ Copy Link ” from your list.

#Bill4time close matter pro#

Trust accounting is only available on the Bill4Time Legal Pro plan.

Pick the destination bank account (operating or trust) to deposit these payments into.

Specifying the amount is a great way to associate each Link2Pay with a specific service your firm offers.

Decide if you want this link to request a specific amount, or leave the field blank to allow the client to pay any amount they wish.

Add a personal message your client will see when making the payment.If this is a new client making a payment, this person will be the assigned account manager.Choose the responsible “Account Manager”.Give it a name! Such as “Payment link 2”.To setup your first Link2Pay, simply follow these steps:ġ) In your main navigation bar, click “Payments”.Ģ) Click the “Link2Pay” tab on the Payments home screen.Ĥ) Fill out the specific parameters you want this Link2Pay to follow. The link can be placed on your firms website, in emails, and so much more, enabling anyone from long-time clients to brand new leads to pay your firm with ease 24/7. This is not specific to an existing client or matter in your account, so that anyone can use the link to make a payment to your firm. Link2Pay provides the ability to create a unique link for your firm to accept payments.

In order to access the Link2Pay feature, your firm must first be approved for Bill4Time Payments.