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Can I Choose a Specific Matter for a Payment Plan?

Objective:

  • Is it possible to specify the Matter that a Payment Plan is associated with? 
  • Can I choose to have payments from a Payment Plan linked with just one of a Client's Matters? 
  • How can I have a Payment Plan apply payments to a Matter directly?

Environment:

  • Clio Manage

Additional Information:

Payment Plans are currently linked at the Client level and will be applied on the oldest Bill first that is connected to the Client.

The oldest Bill refers to the Bill with the earliest Due Date. Please click here for more information on this.

To learn more about Payment Plans, click here

Answer:

No, not at this time. If you would like to add your vote to this Feature Request, please contact our Support team

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