Once you have created a scheduled payment in 8am™ LawPay you can edit the details of the schedule at any time. To edit an existing payment schedule, first click on the Schedule tab on the left hand side.
Once in the schedule tab, search for the schedule you wish to edit using the search bar on the right hand side. Using a client's last name is a good way to search for a particular schedule. Once you find the schedule, click on the record in the list to pull up the schedule details.
On the details page of the schedule, you can update the card number, frequency of payments, dollar amount of each occurrence, and final dollar amount. To do so, click Edit. You can also click Cancel Schedule to cancel the schedule on this screen, or Delete to delete the record of it entirely.
In the Edit screen, you will see the details that you can change, including the client details, the payment schedule cadence, and the payment details.
If the card information or bank account information was changed, the schedule will use that updated information moving forward. If there is a failed attempt on the schedule in the past, and you need to collect that payment using the updated information, you will need to edit the due date of the payment to today's date. Using the retry button next to the failed attempt will use the previously attempted information. The system will run the payment at the top of the next hour. After that, you can set the date back to the proper date for payments.
Note: You cannot change the deposit (or destination) account. For example, if you create a profile on the operating account it cannot be transferred to your trust; you will need to establish a new payment profile on your trust account. This also means that you cannot switch a card payment to an eCheck payment.