KCS - Can I add a Bill Payment Reminder?

Objective:

  • Set up payment reminders for when I should run a Clients Credit Card
  • Configure reminders to remind me when I should record a Clients Bill payment

Environment:

  • Clio Web App
  • Bills

Additional Information:

n/a

Answer:

No. While we don't have a feature that sends automated reminders, Payment Plans will allow you set up automatic bill payments to be processed at regular intervals.

For information, click here.

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