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