KCS - How do I Change One Date of a Clio Payments Payment Plan?

Objective:

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

Environment:

  • Clio Web App

Additional Information:

After the date the edited payment date has been met, please return the Next Payment On field back to it's 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 Clio 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

 

 

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