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

Objective:

• 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

Environment:

• Clio Manage

Additional Information:

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.

Procedure:

1. Navigate to the Contact or Company
2. Select the blue Edit button
3. Change the Payment Profile drop-down within the Billing Preference section
4. Select Save Contact