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What Happens if I Set the Payment Date of a Clio Payment in the Future?

Objective:

  • Can I set up a credit card to charge a date in the future instead of today?

Environment:

  • Clio Manage
  • Clio Payments

Additional Information:

  • If you would like to set up a credit card to charge on a future date, you are able to set up a Payment Plan (even a single installment Payment Plan) for the date that you want the card to charge. More details can be found here

Answer:

Even if you record the credit card payment for a date in the future, the credit card will still begin processing instantly. However, every other section of Clio other than the Clio Payments tab (such as the Bill Payments tab and the Bill itself) will show the date that you have entered into the Payments screen.

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