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Can I Have Two Payment Plans Set Up for the Same Client Going to the Same Account?

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

 

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