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Is there a Way to Show Payment Plans from the Main Bills Page?

Objective:

  • To determine if there is a way to mark payment plans on the Bills page
  • Can Payment Plans be Shown on Bills?
  • Can I display information about a client's payment plan on their bill?

Environment:

  • Clio Manage

Additional Information:

  • On a Bill, each payment in a payment plan looks like an individual Clio Payment.

Answer:

No, not at this time.  This is a Feature Request.  If you would like to add your vote towards this functionality being brought to Clio, please send us an email at:  support@clio.com 

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