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Can I Use the Payment Profile Functionality to Automatically Fully Write-Off Bills for Pro Bono Clients?

Question:

  • How do I discount a Pro Bono Client automatically?

Environment:

  • Clio Manage 

Additional Information:

  • n/a

Answer:

Yes, if you create a Payment Profile with the following settings, an Client's with this Payment Profile's Bills will auto-discount by 100% when it has been Approved.

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