Can I Schedule a One-Time Payment with Payment Plans?

Objective:

  • To set up a scheduled one time payment
  • Can I set a scheduled payment to only occur once?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Yes, you can set the "Installment Amount" and the "Total Payment up to" as the same amount and then set the date to the day you want the scheduled Payment to occur. This can only be done into Trust. 

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