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Can I Set an End Date for Clio Payment Plans?

Objective:

  • Want payments to stop after a certain amount of months
  • Want payments to stop after a certain amount of weeks
  • Want to change amount paid after certain amount of time

Environment:

  • Clio Web App

Additional Information:

Payments for Bills, not Trust Funds

Answer:

No. When paying Bills, payment plans will run until Client's outstanding balance hits 0%.

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