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How to Set Up a Payment Plan

Objective:

  • Payment Plan
  • Set up

Environment:

  • Clio Web App

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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