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How Do I Update My Clients Credit Card Information?

December 08, 2020 16:39

Objective:

Where Do I Update Credit Card Info For My Client

Environment:

Clio Manage

Additional Information:

n/a

Procedure:

Client credit card information is updated when recording a payment for a bill. For information on recording a payment for a bill, please see: How to Record a Credit Card Payment

It is not possible to update the credit card on an active Payment Plan. For more information, please see: Can I Edit the Credit Card Information on an Active Payment Plan?