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KCS - 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.

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