Objective:
- Create a Payment Profile with an early payment discount.
Environment:
- Clio Manage
Additional Information:
For steps on applying this payment profile to a Contact, see here.
Procedure:
- Go to Settings
- Click Billing
- Click Payment Profile
- Click Create a Payment Profile
- Name the new profile
- Click Custom Payment Terms
- Fill in the ___% discount if paid within ____ days fields
- Click Update Profile