Objective:

• Multiple Payment Plans for one Contact
• Multiple Payment types for one Contact
• Multiple Credit Cards Payment Plan

Environment:

• Clio Manage

Additional Information:

n/a

Answer:

Not at this time. You can have one Payment Plan per Contact at a time in Clio. 

A workaround in the meantime is below: 

1. Create another Contact for this client
2. Create a Matter for the Contact
3. On the Bill for Contact 1, add a 50 percent off credit note
4. Create an Expense entry for Contact 2 for the remainder of the bill
5. Create a Quick Bill for Contact 2
6. Create a Payment Plan for Contact 1, and a separate one for Contact 2