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How to Create a Payment Plan for a Trust Account?

Objective:

  • How to Generate a Payment Plan for a Trust Account?
  • How to Set Up a Payment Plan for a Trust Account?
  • How to Create a Payment Plan for an IOLTA Account?
  • How to Create a Payment Plan for a Escrow Account?
  • How to Create a Payment Plan for a Retainer Account?

Environment:

  • Clio Manage

Additional Information:

  • To Learn if You Can Create a Payment Plan For a Trust Account Without a Maximum Payment Amount, click here

Procedure:

  1. Go to the Clio Payments page
  2. Click Payment Plans
  3. Click New payment planmceclip0.png
  4. Fill in the payment details, selecting the firm's trust account in the "Deposit to" field.
    This specific payment plan will charge the client $500 every week until $3000 has been deposited into their trust account.

    Note that this client had paid by credit card previously (if entered in Clio by a Firm User, not the Payment Portal), so Clio Payments saves that information.

    Click Next step to confirm the payment plan.
  5. Click Create payment plan

 

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