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:
- To create the payment profile, navigate to Settings
- Click Billing
- Click Payment Profiles
- Click Create a payment profile
- Enter Payment Profile details
a. Interest can only be added under the "Custom Payment Terms" option - Click Create Profile