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 Manage
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.