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.