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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? 

Environment:

  • Clio Web App

Additional Information:

Learn more: Payment Plans

Which Bill will a Payment Plan Pay?

Answer:

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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