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Can I Specify a 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:

To learn more about Payment Plans, click here: Payment Plans

Which Bill will a Payment Plan Pay?

Answer:

No, you cannot specify a Matter for a Payment Plan.

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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