Objective:
- Can I set up automated monthly Billing?
- Can I automatically generate monthly bills?
- Automate Bill generation
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
While it is not possible to automate the creation of Bills, through the Payment Plans features you can automate credit card payments to a Client's current Bills
If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.