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Can I Set Up a Payment Profile to Not Apply An Early Payment Discount When Payment is Applied from Retainer?

December 18, 2019 04:53

Objective:

Is there a way to not give an Early Payment Discount when Bill is paid from trust funds?

Environment:

Clio Manage

Additional Information:

n/a

Answer:

No, Payment Profiles do not take into consideration the Payment Source at this time