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:

1. Go to Settings
2. Click Billing
3. Click Payment Profile
4. Click Create a Payment Profile 
5. Name the new profile
6. Click Custom Payment Terms
7. Fill in the ___% discount if paid within ____ days fields
8. Click Update Profile