KCS - Can I Make A Payment Plan With No Bill?

Objective:

  • Does the Payment Plan feature work with Subscription Billing
  • Can I Make A Payment Plan Receive Money Even When There Is No Bill

Environment:

  • Clio Web App

Additional Information:

If you would like to make a feature request you can call us at our support number, or chat us directly.  

Answer:

If you would like to make a Payment Plan that constantly receives money, you can create a Bill that has a large total amount. We would also suggest editing the Invoice # to a word or phrase such as "General Client Payments". This will make it easier to identify when running reports and filtering.

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