KCS - How Do I Edit A Payment Plan?

Objective:

  • Make a change to a current Payment Plan
  • Skip an installment on 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 Bills
  2. Click on the Payment Plans tab
  3. Click Edit on the Payment Plan you want to change

 

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