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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?
  • Can I record a payment if they have a payment plan set up?

Environment:

  • Clio Manage

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.

For more information on how to record a direct payment: How to Record a Direct Payment

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

 

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