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How Do I Stop a Payment Plan?

Objective:

  • Stop Payment Plan
  • Cancel a Payment Plan
  • Notification When Payment Plan Has Been Stopped

Environment:

  • Clio Web App

Additional Information:

If you stop a Payment Plan, the Client will receive an email Notification

Procedure:

  1. Go to the Clio Payments page
  2. Select the Payment Plans tab
  3. Under Actions click the dropdown arrow and select Stop on the payment plan you want to cancel 
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