Notifying clients about their payment plans

To formalise any payment plans a client has arranged with your firm, we recommend adding payment plan terms to invoices and emailing them with payment plan details.

Table of Contents

• Getting Started
• Add payment plan terms to an invoice
• Email payment plan details

Getting Started

This only applies if no payments have been made on the invoice. If there are payments made, follow the steps to email payment plan details below.

Add payment plan terms to an invoice

1.    From the triConvey Companion Site web app, open a draft invoice or a finalised unpaid invoice that is ready to be reverted back to a draft.

2.    Select Edit Invoice Options.

3.    Add details of the payment plan to the Notes field.

4.    Save or Finalise the draft invoice.

Email payment plan details

Make sure your client has details of the payment plan in writing - this is best communicated from an email created within the Matter, ensuring there's an email trail saved to the matter.

1.    Open a Matter in the triConvey Desktop App.

2.    Select Email from the Matter Action Bar.

3.    Add the client and other relevant parties as recipients to the email.

4.    Select Next.

4.    Enter the payment plan terms into the body of the email and select Send.

Tip:  A copy of the email will be saved to the matter.

Alternatively, you can draft payment plan terms on your letterhead directly from triConvey. If you wish to automate this across multiple matters, utilise precedent automation.

triConvey will save letters and precedents to the Matter and you will have the option to attach them to emails or send them securely via Messages.