KCS - How Can My Client Provide Their Credit Card Information For Payment Plans?

Objective:

  • Can I share something with my Client to let them enter their credit card info for a Payment Plan? 
  • Can my Client set up their own Payment Plan?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

At this time, your Client would need to provide the firm with their credit card details so that they can be entered from within your Clio Account manually.

Another option is to share an invoice for the first instalment and have your Client pay through Clio Payments, then create a Payment Plan for subsequent instalments. 

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