Objective:

• How to edit the payment date in a Payment Plan?
• How to modify the day that a payment is due in a Payment Plan?

Environment:

• Clio Manage

Additional Information:

After the date the edited payment date has been met, please return the Next Payment On field back to its original date. 

Please note that any changes to a Payment Plan must be made at least one day in advance of the next charge date in order for the change to apply to that next charge.

Procedure:

1. Click on the Online Payments Payments tab in the black navigation bar
2. Click on the Payment Plans sub-tab
3. Click to Edit the relevant Payment Plan
4. In the Next Payment On field select the appropriate date for payment
5. Click Save payment plan