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How Do Payment Plans Work with Trust Requests?

Question:

  • If I create a Trust Request after a Payment Plan, will the number of upcoming payments be reduced?
  • If a Clio Payments plan is created, will it count towards a Clio Payment Plan?
  • Will one-time transactions affect payment plans?

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Answer:

The number of payments with a payment plan is determined when it is created. Additional payments or trust requests will not affect upcoming payments.

 

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