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How to Edit a Payment Profile

Objective:

  • Update interest on an Client
  • Update interest for a Client
  • Update early payment discount for an Client
  • Change grace period for a Client
  • Make bills due upon receipt

Environment:

  • Clio Web App
  • Settings
  • Billing

Additional Information:

More detailed information on Payment Profiles can be found here: Payment Profiles with Interest

Please note that changes made here will not change any interest, grace period, or discount details on any Bills that have already been generated. The new Payment Profile will be in effect for Bills created from this point forward.

To apply a new Payment Profile to Contacts that are not your default Payment Profile, please see: Change a Contact's Payment Profile

Procedure:

  1. Click on Settings
  2. Click on Billing, under Clio Settings
  3. Click on Payment Profile
  4. Click Edit on the payment profile you would like to change
  5. Make any desired changes
  6. Click the Update Profile button

 

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