Objective:

• If I receive a Credit Card payment on a Bill, will that Information populate when creating a Payment Plan? 

Environment:

• Clio Manage

Additional Information:

n/a

Answer:

If a payment has previously been manually recorded to a Bill in Clio, yes you can set up a Payment Plan with that stored information. If payments have only been made by your Client through a payment link, you will have to manually enter the credit card information to set up a Payment Plan.