San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How Do I Edit A Payment Plan?

Objective:

  • Make a change to a current Payment Plan
  • Skip an installment on a Payment Plan
  • Can I edit credit card information for a payment plan?

Environment:

  • Clio Web App

Additional Information:

You can edit the next payment date and the payment interval settings. When you're done, click Save payment plan.

To change the client, payment amount, or account, you'll need to stop the payment plan and create a new one.

Procedure:

  1. Go to the Clio Payments tab
  2. Click on the Payment Plans tab
  3. Click Edit on the Payment Plan you want to change

 

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