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What is a Payment Plan?

Question:

  • What is the definition of a Payment Plan?
  • What will a Payment Plan do?
  • What are Payment Plans?

Environment:

  • Clio Manage

Additional Information:

Answer:

A Payment Plan is a feature provided to Clio users who have Clio Payments enabled. It allows you to receive incremental credit card payments towards an outstanding client balance, or to a client's trust account.

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