- Update Contact or Company's Payment Profile
- Assign different Payment terms to a client
- Apply Payment Profile to a Contact
- Select Payment Profile for a Client
- Add Payment Profile
- How to edit a Clients payment profile
- How to update a Contacts payment profile
- Clio Manage
Note: Changing a Payment Profile affects Bills on a go-forward basis.
- To apply a different Payment Profile to an existing Bill, see here.
- To create a new Payment Profile, see here.
- Navigate to the Contact or Company
- Select the blue Edit button
- Change the Payment Profile drop-down within the Billing Preference section
- Select Save Contact