Objective:
- Change the frequency of Interest Charges on a Payment Profile
Environment:
- Clio Manage
Additional Information:
- Changes made to a Payment Profile only take effect for future Bills
- Payment Profiles are applied at the Client level
Procedure:
- Navigate to Settings
- Click Billing
- Click Payment Profiles
- Click Edit beside the Payment Profile you want to modify
- In the ___ % ____ Annual Interest every ___ days, enter the desired number of days between interest charges.
- Click Update Profile