KCS - Can I Change the Deposit to Account in an existing a Payment Plan from Trust to Operating?

Objective:

  • Can I Change a Payment Plan to Deposit to Operating instead of Trust?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

There is currently no way to change the Account in the Deposit to Field on an existing Payment Plan. You can, however, stop an existing Payment and then add a new Payment plan from the "Create Payment Plan" pop-up screen. 

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