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If a Payment Plan is Started and New Invoices are Added, Will those Totals Be Paid as Well?

Objective:

  • Is the Payment Plan ongoing?
  • To determine if new Invoices added after the Payment Plan started will be included

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Yes, Payment Plans are based on the Clients total balance for all Invoices (excluding Trust) and will continue until the balance owing is $0. 

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