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Can I Set Specific Dates for Bi-Monthly Payment Plans?

Objective:

  • Can I choose which dates the charges fall on a Bi-Monthly Payment Plan? 

Environment:

  • Clio Manage

Additional Information:

  • You can currently set payments for "Every: Other week" to charge your client at two week intervals, but the actual dates for the payments will vary. 
  • Learn more: Payment Plans

Answer:

No, not at this time. If you wish to see this feature in Clio, please submit your feedback to our Support Team via email to support@clio.com The ability to set specific dates for each recurring payment, i.e., the 1st and 15th of every month, is on the roadmap for release in the future. 

 

However, you can manually set up a Payment Plan directly through LawPay if you would like the payments to be debited on specific dates. If the Payment Plan was created directly through LawPay you will have to manually record payments into Clio.

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