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