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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

 

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