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How to Set Up a Payment Plan

Objective:

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

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to Clio Payments tab on the black bar
  2. Click on Payment Plans tab
  3. Click Create 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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