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Do Clients get a Receipt When Using Payment Plan?

Objective:

  • When using payment plans does the client receive a receipt? 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Yes. Both the firm and its clients are notified via email when
a card is charged, just like with Clio Payments. In addition
to the amount charged, the email describes how much is
remaining on the plan. Firms and their clients will also be
notified when the plan has been completed.

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