KCS - Can I Use Another Person's Credit Card for Payments Plans?

Objective:

  • To determine if you can use somebody else's credit card to set up Payment Plans.
  • To determine if somebody other than the attached Contact can be used for billing information.

Environment:

  • Clio Web App
  • Clio Payments

Additional Information:

n/a

Answer:

Yes, you can use a credit card that is listed under somebody else's name to set up Payment Plans.

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