Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Does Editing my Default Payment Profile Update on Bills generated?

Objective:

  • Will changing my default payment profile retroactively change the due dates on already generated bills?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No, it will not change the Payment Profile on already generated Bills both in Draft and Awaiting Payment. If you want Bills that are already generated to reflect the new Payment Profile you have to make sure the new Payment Profile is linked to the Contact, Void or Delete the Invoice, and then Re-generate the Invoice. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality