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.

Add payment plan terms to an invoice

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.

1. 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 file, ensuring there's an email trail saved to the matter.

1. Open a matter in Smokeball, then select Email under the Matter tab.
   
2. Add the client and other relevant parties as recipients to the email, then select Next.
3. Enter the payment plan terms into the body of the email and select Send. A copy of the email will be saved to the matter.

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

Smokeball will save letters and precedents to the matter, and you will have the option to attach them to emails or message them securely via the Client Portal as well.