Objective:

• Payment Plan notifications
• Payment Plan receipts
• Will the client be notified when a payment has been made using payment plans?
• How will those notified be alerted to the payment?
• How Will I be Notified that a Client has Made a Payment Using a Payment Plan?

Environment:

• Clio Web App

Additional Information:

The email notification will be sent after the changes have cleared and the payment is completed; this may take up to 2 business days

Both the sender (lawyer) and payee (client) will be notified via email once the payment has been processed. 

Procedure:

You will be sent an email once the payment has been processed. This email will look like the following example: