Can I set up a Payment Plan Using Stored Credit Card Data From a Previous Payment?

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.

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