KCS - How to Apply Interest to a Client's Matter not their Contact

Objective:

  • Adding a Payment Profile to a Matter 

Environment:

  • Clio Web App 

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.

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