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Can I See How Much Had Been Collected Through a Payment Plan?

Question:

  • See how much has been collected on a Payment Plan
  • Payment Plan progress

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time.

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2. 

 

An alternate way to see how much has been collected is by looking at the Transactions tab under the Contact. Although this method does not divide only the payments which were received through a Payment Plan.

 

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