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

Objective:

  • to keep a retainer at a specific amount by auto billing the credit card

Environment:

  • Clio Manage

Additional Information:

If you would like to add your vote to this feature request, feel free to call or chat in.

Answer:

Not at this time.  You can set up an Evergreen Retainer to send you reminders but not auto pay. 

 

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