Note: LollyPayments must be enabled on your account to create cash payment plans.
To apply for LollyPayments, go to Settings → Add-Ons → LollyPayments and submit an application.
Record a Cash Payment Plan to the either the Trust or Operating Account
Steps
Open the Matter and go to the Transactions tab.
Click LollyPayments → Accept Payment.
In the popup window, select the Manual Recharges option (third tab at the top).
Under Deposit Funds to Account, select the bank account where the funds should be recorded.
In Payment and Schedule, enter the details of the payment plan.
(Optional) Enable Include a retainer charge if you want to record an initial payment today.
When selected, a new field will appear where you can enter the retainer amount.
Under Amount, enter the amount of each scheduled installment.
Set the frequency, interval, and start date for the future installments.
Under Payment Method, select Cash Only and click Save.
What Happens Next
If a retainer charge was included, the initial payment will be recorded immediately.
The transaction will appear in the matter’s Transactions tab.
The payment plan will appear in the Billing tab.
When the next payment is received:
Go to the Billing tab.
Locate the payment plan.
Click Recharge to record the next installment.
The installment amount will be recorded to the matter’s transactions under the specific bank account.
