Trust Accounting & Payment Plans

Use trust accounts for retainers and client funds, and set up payment plans to automate collections.

When to complete this task

When your firm accepts retainers, manages client funds, or needs recurring payments.

Basic steps

• Enable trust rules under Application Settings → Payment Gateway
• Record trust deposits in Client Profile → Billing → Trust Account
• Create payment plans from an invoice

Step-by-step instructions

Step 1: Navigate to Your eimmigration Portal URL

Step 2: Click Administrative Tools in Top Right corner

Step 3: Click Application Settings At the Bottom Left of Administrative Tools

Step 4: Select Payment Gateway

Step 5: Open a Client Profile → Billing → Trust Account and Add Transaction (credit/debit)

Step 6: Create an invoice (Case → Billing → Invoices → Add)

Step 7: Open the invoice and click Payment Plan

Step 8: Define the amount, frequency, start date, and reminders; optionally enable auto-charge if supported by your gateway

Step 9: Save and monitor progress under the invoice’s payment plan details

Notes

Follow your jurisdiction’s trust accounting rules. Ensure staff permissions allow billing/trust actions.