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Do Clients get a Receipt When Using Payment Plan?

March 29, 2021 21:07

Objective:

When using payment plans does the client receive a receipt?

Environment:

Clio Manage

Additional Information:

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.