Objective:
- Adding a Payment Profile to a Matter
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
If the client has multiple Matters and some Matters require interest accruing, while others are non-interest Bills, create a second Contact with the same name with the term interest included. Example: John Doe (interest). Assign the relevant Matters to the second Contact, and ensure the Payment Profile is applied.