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How to Setup a Payment Plan

Objective:

  • Create a Payment Plan
  • Add my Client to a plan for Payment

Environment:

  • Clio Manage

Additional Information:

For more information on Payment Plans, please click here.

Procedure:

  1. Go to Clio Payments tab on the black bar
  2. Click on Payment Plans tab
  3. Click New payment plan at the top right
  4. Fill in the relevant information, then click Next step
  5. Click Create payment plan

 

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