This article may be out of date!
Visit the New Knowledge Center
Not a Clio customer? Learn more about Clio's Legal Payments Software
This article is about Payment Plans with the LawPay Integration.

What Happens If I Delete A Payment Profile?

Objective:

  • When I delete a Payment Profile what will happen?
  • What happens to the Bills that have a deleted Payment Profile applied to them?

Environment:

  • Clio Manage
  • Payment Profiles

Additional Information:

n/a

Answer:

When you delete a payment profile all customers associated with that Payment Profile will switch over to use the 'Default' Payment profile. While any Bills will continue to have the deleted profile applied to their bills. 

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