KCS - 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

Answer:

Payment Plans are currently linked at the Client level and Bills will be paid in order based on their Issue Date (from the oldest Bill first)

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality