KCS - 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

Environment:

  • Clio Web App
  • Settings
  • Billing

Additional Information:

Please note that this 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. Go to Settings
  2. Click Billing
  3. Click Payment Profile
  4. Click Edit on the payment profile you would like to change
  5. Change the information 
  6. Click Update Profile

 

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