Subscription Billing allows you to set up a recurring flat fee charge for your clients at a designated cadence. This is particularly useful for attorneys who practice subscription models in which a client retains access to their services for a recurring set fee.
To enable Subscription Billing, navigate to the client's Contact Details Page in MyCase > Billing > Subscriptions. From this view, simply toggle on Subscription Billing.
You will be prompted to input the client's card information, the recurring fee amount, as well as the cadence at which the fees will be charged and for what duration. Please note that normal credit card processing fees apply.
Please note that for "frequency," the following behavior will be observed:
Weekly: charges will begin 7 days from the start date at 3:00 AM PST.
Monthly: charges will be applied on the same day each month at 3:00 AM PST, beginning the month following the designated start date.
Quarterly: charges will be applied on the same day every three months at 3:00 AM PST, beginning three months following the designated start date.
Annually: charges will be applied on the same day each year at 3:00 AM PST, beginning the year following the designated start date.
Note: Both the firm user who set up the subscription and the client will receive an email for each automatic payment, whether it is successful or if it fails.
Subscription billing works with:
Scheduled payments
Recurring payments
Subscription payments