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Can I have two Payment Plans Set Up for the Same Client going to the Same Account?

March 11, 2019 22:05

Objective:

Multiple Payment Plans for one Contact

Environment:

Clio Web App

Additional Information:

n/a

Answer:

Not at this time. You can have one Payment Plan going towards Bill Payments and another Payment Plan depositing into Trust, but you cannot have two Payment Plans going into the same account for the same Client.