This article may be out of date!
Visit the New Knowledge Center

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 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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality