Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

What if a Payment Plan is set to Charge on the Last day of the Month or on a Day that Does not Exist in the Next Month?

Question:

  • What if a Payment Plan is Set to Charge on the Last day of the Month or on a Day that Does not Exist in the Next Month?
  • What if a Payment Plan does not have the 29th, 30th, or 31st in that month?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer :

If the date that the payment plan is set does not exist on the following months, it will be charged to the next closes date. Ie. If a payment plan was set to January 29th, 30th, or 31st, the payment plan will run the charge on the 28th of February. You should also see a message that indicates " This charges every month on the 30th (or last day of February)."

Payment_plan_EOM.jpg

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality