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?