Introducing The Law Community, the online community just for Clio customers. Sign up now.

How Long in Advance Should I Create a Payment Plan?

Objective:

  • Understand how far in advance a Payment Plan should be created
  • Can I Start a Payment Plan today?

Environment:

  • Clio Manage

Additional Information:

Answer:

In order to ensure that the Payment Plan processes on the date you set, please create the Payment Plan at least 24 hours in advance. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality