- How can I use different Payment Profiles for different matters for the same client?
- Multiple Payment Profiles?
- Clio Manage
Not at this time. To apply different Payment Profiles to different Matters' Bills for the same Client, please follow these steps:
- Create your different Payment Profiles (see here).
- Add the first Payment Profile to your Client (see here).
- Create the Bill for the Matter that will be using the first Payment Profile (see here).
- Change the Clients Payment Profile to the next one you are going to use (see here).
- Create the Bill for the Matter that will be using the second Payment Profile (see here).