Objective:
- Stop Payment Plan
- Cancel a Payment Plan
- Notification When Payment Plan Has Been Stopped
Environment:
- Clio Manage
- Clio Payments
Additional Information:
If you stop a Payment Plan, the Client will receive an email Notification
Procedure:
- Go to the Clio Payments page
- Select the Payment Plans tab
- Under Actions click the dropdown arrow and select Stop on the payment plan you want to cancel