Objective:

• How to Create a Payment Plan for a Monthly Subscription Fee

Environment:

• Clio Manage

Additional Information:

• By always creating next month's invoice in advance, your payment plan will not terminate after paying the current month's invoice.

Procedure:

1. Create at least two monthly invoices, one for the current month and at least one in advance
2. Create a Payment Plan for the monthly amount
3. Create more invoices so there are at always at least two open invoices at each payment date