KCS - How to Change the Number of Days Between Interest Charges

Objective:

  • Change the frequency of Interest Charges on a Payment Profile

Environment:

  • Clio Web App

Additional Information:

  • Changes made to a Payment Profile only take effect for future Bills
  • Payment Profiles are applied at the Client level

Procedure:

  1. Navigate to Settings
  2. Click Billing
  3. Click Payment Profiles
  4. Click Edit beside the Payment Profile you want to modify
  5. In the ___ % ____ Annual Interest every ___ days, enter the desired number of days between interest charges. 
  6. Click Update Profile
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