Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Add or Change a Company or Contact's Payment Profile


  • 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


  • Clio Web App

Additional Information:

Please note that this will not change the Payment Profile for the Clients Bills that are currently generated. The new Payment Profile will be in effect for Bills created for this client going forward. The previous Bills will continue to follow the Payment Profile that was set when they had been generated.


  1. Navigate to the Contact or Company
  2. Select the blue Edit button
  3. Change the Payment Profile drop-down under Contact Billing
  4. Select Update Person or Company 
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality