The 2020 Legal Trends Report is now available. Get the latest insights here.

How Do I Stop a Payment Plan?

Objective:

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

Environment:

  • Clio Manage

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 
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality