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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:
