KCS - Will a Payment Plan Continue if I Close the Client's Matter?

Objective:

  • Determine is a payment plans stops with a Matter is closed
  • What happens to the Payment Plan if the Matter status is changed and there is still an outstanding balance?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Yes, payment plans will continue to run until the Client's Outstanding Balance is Paid, or it is manually stopped. 

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