Create a Subscription

This page outlines how to create a subscription or automated recurring payment plan in Gravity Legal.

Create a Subscription

1. Navigate to Payments - Subscriptions.

2. Click + New Subscription.


3. Fill out the following information to create the subscription:

  • Amount Per Payment. This is the amount that will be automatically charged at the specified intervals.
  • Deposit Bank Account. The bank account into which the regular payments will be deposited. The menu will display all bank accounts associated with the firm.
  • Client. The client associated with the subscription.
  • Matter. The Matter associated with the subscription.
  • Start Subscription Date. This is the date the subscription will begin. Note: if the first billing date is later than the start date, the client will not be billed until the first billing date. Additionally, if a payment method is not added before the first billing date, an accrual will begin, and the client will be billed for that accrued amount when they enter their payment information. 
  • Billing Frequency. Select monthly or weekly billing.
  • Billing Day. Select the day you would like the charges to run. Note: If you select a billing day that does not exist in a given month (for example the 31st of November), then the client will be billed on the last day of the month.
  • Repeat Until
    • Number of Payments. This will run the automatic payments a specified number of times.  
    • Dollar Amount. This will run the automatic payments until the client has paid a certain amount. Note: The last payment will be automatically adjusted to equal the total dollar amount. As a result, the last payment may be less than the designated amount per payment. 
    • Date. This will run the automatic payments until the specified date has passed.
    • Ongoing. This will run the automatic payments until cancelled by the firm.

4. The last step in creating the subscription is to add a payment method. Subscriptions can be run on credit/debit cards and bank accounts (ACH). If the selected client already has a stored payment method on file, you can create a subscription using that existing stored payment method. Additionally, you can create a stored payment method link to capture the information or enter the information manually by entering the account details at the time of creation. 

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 5. Once created, the subscription will show in the Subscriptions home screen. The Status column displays one of the following:

  • Pending. There is not yet a payment method associated with the subscription. 
  • Current. There is a valid payment method associated with the subscription.
  • Needs Attention. A payment method has declined. Either retry the payment method, or capture a new payment method using the link associated with the subscription.  

 

Note 1: The default billing time for subscriptions is 3:30am (Pacific Time) on the billing date.

Note 2: The Subscription Start Date begins at 0:00 hrs (Pacific Time). If an End Date for the subscription is selected, the end date cutoff is 23:59 hrs (Pacific Time) on the End Date.

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For additional information contact support.

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