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Can I Set up a Payment Plan to Top Up my Retainer Amount?

Objective:

  • to keep a retainer at a specific amount by auto billing the credit card
  • Can I create a payment plan for an automatic top up my retainer automatically?
  • Can I create a recurring payment for my retainer top up?

Environment:

  • Clio Manage

Additional Information:

Answer:

No, not at this time. Clio actively seeks feedback on our products and encourages your input. If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

 

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