KCS - Which Bill will a Payment Plan Pay?

Objective:

  • Which Bill is the oldest Bill?
  • How do I change which Bill the Payment Plan will pay?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Payment Plans will pay the oldest Bill first.

The oldest Bill refers to the Bill with the earliest Due Date. In the case that two Bills under the same Contact has the same Due Date, the Bill with the earliest Issue Date will be paid first.

Examples:

Bill 1 has an issue date of February 1 and a due date of February 15

Bill 2 has an issue date of February 1 and a due date of February 20

  • Bill 2 will be paid first 

Bill 1 has an issue date of February 1 and a due date of February 15

Bill 2 has an issue date of February 1 and a due date of February 10

  • Bill 1 will be paid first

Bill 1 has an issue date of February 1 and a due date of February 15

Bill 2 has an issue date of February 5 and a due date of February 10

  • Bill 1 will be paid first

Bill 1 has an issue date of February 1 and a due date of February 15

Bill 2 has an issue date of February 5 and a due date of February 15

  • Bill 2 will be paid first
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