KCS - How to Check the Payment Frequency on my Payment Plans

Objective:

  • How to check how often my Payment Plan charges occur?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  1. Go to the main Bills tab
  2. Click Payment Plans
  3. Click Edit beside the Payment Plan
  4. Check the Next Payment On the field for your next payment date
  5. Check the Every field for the payment frequency
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