KCS - Can I Add Two Payment Profiles to the Same Client?

Objective:

  • How can I use different Payment Profiles for different matters for the same client?
  • Multiple Payment Profiles?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Not at this time. To apply different Payment Profiles to different Matters' Bills for the same Client, please follow these steps:

  1. Create your different Payment Profiles (see here).
  2. Add the first Payment Profile to your Client (see here).
  3. Create the Bill for the Matter that will be using the first Payment Profile (see here).
  4. Change the Clients Payment Profile to the next one you are going to use (see here).
  5. Create the Bill for the Matter that will be using the second Payment Profile (see here).
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