Can I Choose a Default Payment Profile?

Objective:

• Change Default Payment Profile
• Edit Payment Profile that is applied to Clients/Contacts by Default

Environment:

• Clio Web App

Additional Information:

N/A

Answer:

Your Clio account comes with a Default Payment Profile. Modifying the Default Payment Profile will change conditions applied by default to all of your Contacts. Click here to learn how to edit a Payment Profile.