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How Do I Disable Interest Charges on Future Bills for All Clients?

Objective:

  • Can I stop charging interest on all my future invoices?
  • How to stop accrued interest from applying to bills?

Environment:

  • Clio Manage

Additional Information:

  • Switch the Payment Profile from Custom Payment Terms to Due Upon Receipt
  • Once disabled, this will only apply to newly-generated Invoices. There is currently no feature to disable existing interest charges on a pre-existing bill. Those bills will either need to be written-off, voided, or eventually paid off.

Procedure:

  1. Click on Settings
  2. Click on Billing
  3. Click on Payment Profiles
  4. Click on Edit in the Payment Profile 
  5. Select Due Upon Receipt

 

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