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How do I set up an Early Payment Discount?

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 
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