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Can I Edit the Credit Card Information on an Active Payment Plan?

Objective:

  • I created a payment plan, but now I need to change the Client's payment information. Can I edit the plan?
  • Can I edit credit card information for a payment plan?
  • Edit payment plan information
  • Can I change the credit card on a payment plan?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No, you cannot edit credit card information after a payment plan has been created. You will need to stop the payment plan and create another.

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