Overview
If you have a Connect module, you will see a Connect tab on each Payer profile. This tab allows you to set "associations" that dictate how your clients are tied to specific content (like matters or invoices) from your matter management software. It is also where you manage Auto-Pay for recurring, postable payments.
🔗 Creating Associations
Associations define what a client can see and pay. Follow these steps to link a Payer to your database:
Edit a Payer and navigate to the Connect tab.
Select Associations.
Click the + icon to Add Association.
Use the Search By dropdown to set your search criteria (e.g., Client Name, Matter Number).
Enter the specific parameters for the customer to limit what they can view.
Check the box(es) next to the correct search results.
Click Create Association.
Repeat as needed until all necessary restrictions are set.
💳 Setting Up Auto-Pay
Once associations are active, you can enable Auto-Pay. This works similarly to standard Payment Schedules but is tied directly to your matter management software to pay off and post specific invoices.
Scroll down to the Auto-Pays section and click the + icon.
Choose a payment method from the Payer’s saved methods.
Enter a Name for the schedule and select the Bank Account to be debited.
Optional: Customize the A/R message.
Choose the Frequency and set the Start Date for the first payment/query.
Payment Logic: Choose whether to pay all outstanding invoices or set a maximum payment limit for each run.
Click Save and Manage Enrollments.
Check the boxes for the Associations that should be enrolled in this schedule.
Click Enroll and Save, then click Save to finalize the schedule.
💡 Key Details & Best Practices
Payment Priority: Invoices are paid from oldest to newest until the specified amount is met.
Automatic Updates: If you set associations at the Client or Matter level, new invoices will automatically be added to the payment queue.
Duration: Schedules run for up to one year unless manually turned off. If an association is tied to a single invoice number, the schedule stops automatically once that invoice is paid.
Tracking: All Auto-Pay actions generate posting records found in Manage Postings.
Safety Net: It is highly recommended to enable the "Error-Failed AutoPay" option in your notifications settings.
Note: You are responsible for ensuring accurate balances within your connected environment. The system determines the amount due by querying the outstanding balance and subtracting existing posting records.