Billing Process
The billing for CD, SSF, and UCo is run every Saturday and charges the credit card put on file by the attorney.
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- AP – All clients who received their certificate are billed to the attorney on the following Saturday.
- APV – All certs that were unlocked by the attorney are billed on the following Saturday.
Billing Failure
If the credit card charge is declined for any reason, the attorney receives an automatic email telling them that their card was declined and explaining that they need to login and update their card information.
Automatic Conversion To Client Pays
Each attorney is assigned a default “credit limit” for their account (typically $360). If billing fails three Saturdays in a row, OR if their balance owing is higher than their credit limit, we temporarily convert their Atty Pays/Atty Pays on View codes to Client Pays. The attorney receives an automatic email about this, too, with instructions explaining how they can remedy the situation.
Attorneys can update their credit card information themselves. Their credit card will then be attempted to run again the following Saturday.
The attorney’s code will not change nor will their ability to access their client’s certificate. Attorneys are never locked out of their own accounts.
(For steps on how to update an attorney’s credit card billing information click here.)