KCS - Can I Set Specific Dates for Bimonthly Payment Plans?

Objective:

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

Environment:

  • Clio Web App

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:

You can create two Payment Plans to Bill on a monthly basis, and you choose which days those start on.

The ability to set specific dates for each recurring payment with one Payment Plan, i.e., the 1st and 15th of every month, is on the roadmap for release in the future. 

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