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How to Create a New Payment Profile


  • Create a new Payment Profile with interest


  • Clio Manage

Additional Information:

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


  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


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