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How to Create a Payment Plan to the Operating Account Without an Outstanding Balance


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


  • 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.


  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
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