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How to Create a New Payment Profile

Objective:

  • Create a new Payment Profile with interest

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. To apply the profile to a client, navigate to Settings
  2. Click Billing
  3. Click Payment Profiles
  4. Click Create a payment profile
  5. Enter Payment Profile details
  6. Click Create Profile

 

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