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Can I Specify a Matter for a Payment Plan?


  • 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? 


  • Clio Web App

Additional Information:

Learn more: Payment Plans

Which Bill will a Payment Plan Pay?


Payment Plans are currently linked at the Client level and will be applied on the oldest Bill first. (The oldest Bill refers to the Bill with the earliest Due Date)

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