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Can a Client Enter Their Own Credit Card Information for a Payment Plan?

Objective:

  • Payment Plan Created By Contact
  • Can my Client create a Payment Plan?
  • Can I send my Client a request to add their credit card information themselves for a new Payment Plan?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

No, not at this time. If you would like to add your vote to this Feature Request, please contact our Support Team

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