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

Objective:

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

Environment:

  • Clio Web App

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
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