Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

How to Create a New Payment Profile

Objective:

  • Create a new Payment Profile with interest

Environment:

  • Clio Manage

Additional Information:

  • After creating the payment profile please edit the contact and apply it to the contact.

Procedure:

  1. To create the payment profile, navigate to Settings
  2. Click Billing
  3. Click Payment Profiles
  4. Click Create a payment profile
  5. Enter Payment Profile details
    a. Interest can only be added under the "Custom Payment Terms" option
  6. Click Create Profile

 

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