KCS - How do I find a List of my Payment Plans?

Objective:

  • View all Payment Plans on my Account

Environment:

  • Clio Web App

Additional Information:

  • For further information on setting up Payment Plans, please see here.

Procedure:

  1. Go to the Clio Payments tab
  2. Click on the sub-tab for Payment Plans
  3. Optionally, click on Active, Stopped, Completed or All to view Payment Plans in different statuses

 

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